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
326
$2.03K ﹤0.01%
+17
327
$2K ﹤0.01%
+42
328
$2K ﹤0.01%
+24
329
$1.96K ﹤0.01%
+30
330
$1.94K ﹤0.01%
+5
331
$1.94K ﹤0.01%
+34
332
$1.93K ﹤0.01%
+25
333
$1.93K ﹤0.01%
+10
334
$1.87K ﹤0.01%
+24
335
$1.84K ﹤0.01%
+16
336
$1.84K ﹤0.01%
+60
337
$1.83K ﹤0.01%
+8
338
$1.82K ﹤0.01%
+18
339
$1.71K ﹤0.01%
+56
340
$1.7K ﹤0.01%
+23
341
$1.7K ﹤0.01%
+39
342
$1.64K ﹤0.01%
+14
343
$1.64K ﹤0.01%
+46
344
$1.64K ﹤0.01%
+14
345
$1.61K ﹤0.01%
+8
346
$1.6K ﹤0.01%
+100
347
$1.59K ﹤0.01%
+22
348
$1.54K ﹤0.01%
+324
349
$1.52K ﹤0.01%
+173
350
$1.49K ﹤0.01%
+12
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