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
251
$5.46K 0.01%
+32
252
$5.41K 0.01%
+28
253
$5.19K 0.01%
+26
254
$5.08K ﹤0.01%
+25
255
$5.04K ﹤0.01%
+33
256
$5.04K ﹤0.01%
+11
257
$4.86K ﹤0.01%
+32
258
$4.74K ﹤0.01%
+18
259
$4.67K ﹤0.01%
+21
260
$4.6K ﹤0.01%
+60
261
$4.54K ﹤0.01%
+45
262
$4.46K ﹤0.01%
+22
263
$4.44K ﹤0.01%
+43
264
$4.42K ﹤0.01%
+8
265
$4.4K ﹤0.01%
+18
266
$4.37K ﹤0.01%
+37
267
$4.34K ﹤0.01%
+12
268
$4.33K ﹤0.01%
+34
269
$4.26K ﹤0.01%
+3
270
$4.2K ﹤0.01%
+70
271
$4.18K ﹤0.01%
+7
272
$4.17K ﹤0.01%
+25
273
$4.14K ﹤0.01%
+5
274
$4.08K ﹤0.01%
+55
275
$4.02K ﹤0.01%
+40
9 10
11
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