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
426
$339 ﹤0.01%
+7
427
$337 ﹤0.01%
+7
428
$333 ﹤0.01%
+48
429
$325 ﹤0.01%
+39
430
$272 ﹤0.01%
+50
431
$232 ﹤0.01%
+3
432
$216 ﹤0.01%
+7
433
$213 ﹤0.01%
+5
434
$198 ﹤0.01%
+2
435
$193 ﹤0.01%
+17
436
$182 ﹤0.01%
+1
437
$160 ﹤0.01%
+1
438
$158 ﹤0.01%
+3
439
$122 ﹤0.01%
+12
440
$111 ﹤0.01%
+37
441
$101 ﹤0.01%
+4
442
$74 ﹤0.01%
+13
443
$70 ﹤0.01%
+3
444
$44 ﹤0.01%
+2
445
$30 ﹤0.01%
+5
446
– –
0
447
– –
0
448
– –
0
449
– –
0
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