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
26
$130K 0.12%
+793
27
$118K 0.11%
+4,051
28
$117K 0.11%
+8,503
29
$115K 0.11%
+1,072
30
$110K 0.11%
+371
31
$109K 0.1%
+1,376
32
$108K 0.1%
+5,598
33
$108K 0.1%
+930
34
$107K 0.1%
+4,594
35
$107K 0.1%
+693
36
$103K 0.1%
+4,690
37
$102K 0.1%
+765
38
$102K 0.1%
+657
39
$100K 0.1%
+2,654
40
$99.7K 0.1%
+1,944
41
$99.5K 0.1%
+1,208
42
$99.4K 0.09%
+5,924
43
$98.1K 0.09%
+1,073
44
$98K 0.09%
+2,265
45
$95.4K 0.09%
+1,178
46
$95.3K 0.09%
+577
47
$93.7K 0.09%
+657
48
$92.7K 0.09%
+2,511
49
$92.4K 0.09%
+596
50
$91K 0.09%
+752
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