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
276
$3.99K ﹤0.01%
+10
277
$3.97K ﹤0.01%
+45
278
$3.94K ﹤0.01%
+35
279
$3.83K ﹤0.01%
+37
280
$3.82K ﹤0.01%
+81
281
$3.8K ﹤0.01%
+166
282
$3.79K ﹤0.01%
+49
283
$3.63K ﹤0.01%
+13
284
$3.5K ﹤0.01%
+44
285
$3.29K ﹤0.01%
+85
286
$3.26K ﹤0.01%
+15
287
$3.23K ﹤0.01%
+15
288
$3.06K ﹤0.01%
+24
289
$3.05K ﹤0.01%
+20
290
$3.02K ﹤0.01%
+35
291
$2.9K ﹤0.01%
+33
292
$2.89K ﹤0.01%
+30
293
$2.83K ﹤0.01%
+51
294
$2.82K ﹤0.01%
+19
295
$2.81K ﹤0.01%
+20
296
$2.67K ﹤0.01%
+24
297
$2.66K ﹤0.01%
+20
298
$2.63K ﹤0.01%
+54
299
$2.62K ﹤0.01%
+26
300
$2.54K ﹤0.01%
+66
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