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
401
$494 ﹤0.01%
+37
402
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+21
403
$464 ﹤0.01%
+6
404
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+7
405
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+15
406
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+2
407
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+9
408
$410 ﹤0.01%
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409
$406 ﹤0.01%
+6
410
$403 ﹤0.01%
+7
411
$399 ﹤0.01%
+88
412
$394 ﹤0.01%
+34
413
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416
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417
$381 ﹤0.01%
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418
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419
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420
$365 ﹤0.01%
+3
421
$358 ﹤0.01%
+26
422
$356 ﹤0.01%
+23
423
$355 ﹤0.01%
+122
424
$352 ﹤0.01%
+9
425
$340 ﹤0.01%
+76
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