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
376
$895 ﹤0.01%
+36
377
$887 ﹤0.01%
+7
378
$876 ﹤0.01%
+2
379
$864 ﹤0.01%
+3
380
$856 ﹤0.01%
+14
381
$783 ﹤0.01%
+30
382
$774 ﹤0.01%
+27
383
$768 ﹤0.01%
+31
384
$764 ﹤0.01%
+65
385
$744 ﹤0.01%
+7
386
$742 ﹤0.01%
+16
387
$737 ﹤0.01%
+24
388
$719 ﹤0.01%
+15
389
$682 ﹤0.01%
+700
390
$662 ﹤0.01%
+19
391
$652 ﹤0.01%
+4
392
$603 ﹤0.01%
+9
393
$594 ﹤0.01%
+5
394
$575 ﹤0.01%
+249
395
$569 ﹤0.01%
+7
396
$563 ﹤0.01%
+10
397
$560 ﹤0.01%
+13
398
$522 ﹤0.01%
+3
399
$504 ﹤0.01%
+69
400
$498 ﹤0.01%
+12
14 15
16
17 18