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
51
$88.7K 0.08%
+386
52
$88.6K 0.08%
+995
53
$87.4K 0.08%
+150
54
$87.2K 0.08%
+2,162
55
$86.9K 0.08%
+1,585
56
$84.4K 0.08%
+814
57
$83.9K 0.08%
+275
58
$79.6K 0.08%
+2,309
59
$79.6K 0.08%
+354
60
$79.6K 0.08%
+1,133
61
$79.1K 0.08%
+832
62
$78.2K 0.07%
+1,902
63
$78K 0.07%
+1,275
64
$76.8K 0.07%
+2,205
65
$74.7K 0.07%
+694
66
$74.4K 0.07%
+961
67
$74.4K 0.07%
+612
68
$74.2K 0.07%
+2,467
69
$72.8K 0.07%
+313
70
$72.2K 0.07%
+527
71
$72.2K 0.07%
+922
72
$71.3K 0.07%
+200
73
$71.3K 0.07%
+4,350
74
$71.2K 0.07%
+3,676
75
$71.2K 0.07%
+3,117
1 2
3
4 5