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
351
$1.44K ﹤0.01%
+31
352
$1.39K ﹤0.01%
+29
353
$1.36K ﹤0.01%
+38
354
$1.35K ﹤0.01%
+72
355
$1.35K ﹤0.01%
+40
356
$1.34K ﹤0.01%
+4
357
$1.34K ﹤0.01%
+68
358
$1.33K ﹤0.01%
+62
359
$1.33K ﹤0.01%
+25
360
$1.33K ﹤0.01%
+48
361
$1.31K ﹤0.01%
+22
362
$1.3K ﹤0.01%
+17
363
$1.29K ﹤0.01%
+68
364
$1.28K ﹤0.01%
+17
365
$1.28K ﹤0.01%
+6
366
$1.23K ﹤0.01%
+133
367
$1.19K ﹤0.01%
+44
368
$1.18K ﹤0.01%
+50
369
$1.15K ﹤0.01%
+36
370
$1.1K ﹤0.01%
+114
371
$1.09K ﹤0.01%
+2
372
$992 ﹤0.01%
+15
373
$962 ﹤0.01%
+6
374
$935 ﹤0.01%
+53
375
$925 ﹤0.01%
+29
13 14
15
16 17