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
101
$53.4K 0.05%
+1,262
102
$53.2K 0.05%
+112
103
$53.1K 0.05%
+591
104
$52.9K 0.05%
+275
105
$52.6K 0.05%
+3,654
106
$52.6K 0.05%
+1,428
107
$52.3K 0.05%
+473
108
$52.3K 0.05%
+680
109
$52K 0.05%
+1,019
110
$51.7K 0.05%
+1,481
111
$51.1K 0.05%
+1,184
112
$50.2K 0.05%
+455
113
$49.7K 0.05%
+2,251
114
$49.3K 0.05%
+353
115
$48.5K 0.05%
+164
116
$48.3K 0.05%
+870
117
$47.3K 0.05%
+449
118
$46.9K 0.04%
+668
119
$43.2K 0.04%
+2,421
120
$43.1K 0.04%
+850
121
$42.6K 0.04%
+351
122
$42.3K 0.04%
+503
123
$41.6K 0.04%
+1,193
124
$41.4K 0.04%
+376
125
$40.5K 0.04%
+2,014
3 4
5
6 7