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
76
$70.3K 0.07%
+5,529
77
$70.2K 0.07%
+812
78
$69.5K 0.07%
+2,118
79
$67.6K 0.06%
+2,649
80
$67.5K 0.06%
+2,037
81
$66.3K 0.06%
+2,224
82
$65.6K 0.06%
+834
83
$65.3K 0.06%
+137
84
$64.5K 0.06%
+452
85
$64K 0.06%
+342
86
$63K 0.06%
+1,457
87
$62.1K 0.06%
+3,213
88
$62K 0.06%
+1,898
89
$61.6K 0.06%
+1,248
90
$61.5K 0.06%
+641
91
$61.4K 0.06%
+695
92
$60.9K 0.06%
+3,127
93
$60.7K 0.06%
+414
94
$60K 0.06%
+5,542
95
$57.5K 0.05%
+5,960
96
$57.2K 0.05%
+2,891
97
$56.8K 0.05%
+5,794
98
$56.3K 0.05%
+520
99
$55.1K 0.05%
+2,089
100
$54.8K 0.05%
+1,515
2 3
4
5 6