AFWM

Abich Financial Wealth Management Portfolio holdings

AUM $281M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$38.8M
2
+$10.6M
3
+$10M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$7.93M
5
FLJP icon
Franklin FTSE Japan ETF
FLJP
+$5.37M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.98%
2 Technology 1.81%
3 Energy 1.5%
4 Industrials 1.03%
5 Real Estate 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.32K 0.01%
+18
227
$7.21K 0.01%
+170
228
$7.13K 0.01%
+318
229
$7.12K 0.01%
+50
230
$7.09K 0.01%
+68
231
$7.03K 0.01%
+8
232
$6.97K 0.01%
+43
233
$6.91K 0.01%
+190
234
$6.89K 0.01%
+85
235
$6.82K 0.01%
+135
236
$6.75K 0.01%
+26
237
$6.74K 0.01%
+51
238
$6.46K 0.01%
+172
239
$6.32K 0.01%
+13
240
$6.08K 0.01%
+41
241
$6.02K 0.01%
+13
242
$5.99K 0.01%
+324
243
$5.96K 0.01%
+64
244
$5.86K 0.01%
+65
245
$5.85K 0.01%
+45
246
$5.7K 0.01%
+15
247
$5.66K 0.01%
+39
248
$5.59K 0.01%
+74
249
$5.57K 0.01%
+32
250
$5.48K 0.01%
+70
8 9
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