AFWM
Abich Financial Wealth Management Portfolio holdings
AUM
$44.5M
1-Year Return
18.53%
This Quarter Return
+6.51%
1 Year Return
+18.53%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.69%
Holding
449
New
445
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$38.8M |
| 2 |
Invesco QQQ Trust
QQQ
|
$10.6M |
| 3 |
Vanguard FTSE Europe ETF
VGK
|
$10M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$7.93M |
| 5 |
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% |
