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
301
$2.48K ﹤0.01%
+62
302
$2.48K ﹤0.01%
+172
303
$2.45K ﹤0.01%
+8
304
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+11
305
$2.4K ﹤0.01%
+14
306
$2.32K ﹤0.01%
+12
307
$2.3K ﹤0.01%
+23
308
$2.28K ﹤0.01%
+19
309
$2.26K ﹤0.01%
+63
310
$2.25K ﹤0.01%
+19
311
$2.24K ﹤0.01%
+176
312
$2.22K ﹤0.01%
+55
313
$2.19K ﹤0.01%
+13
314
$2.16K ﹤0.01%
+34
315
$2.15K ﹤0.01%
+10
316
$2.15K ﹤0.01%
+55
317
$2.14K ﹤0.01%
+31
318
$2.13K ﹤0.01%
+45
319
$2.09K ﹤0.01%
+68
320
$2.06K ﹤0.01%
+14
321
$2.06K ﹤0.01%
+19
322
$2.05K ﹤0.01%
+10
323
$2.04K ﹤0.01%
+106
324
$2.04K ﹤0.01%
+99
325
$2.04K ﹤0.01%
+35
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