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
126
$40K 0.04%
+369
127
$39.6K 0.04%
+472
128
$39.3K 0.04%
+158
129
$38.8K 0.04%
+275
130
$38.1K 0.04%
+971
131
$37.4K 0.04%
+231
132
$36.1K 0.03%
+2,963
133
$35.6K 0.03%
+1,530
134
$35.6K 0.03%
+1,701
135
$35K 0.03%
+223
136
$34.4K 0.03%
+1,254
137
$34.3K 0.03%
+757
138
$34.3K 0.03%
+1,191
139
$33.4K 0.03%
+598
140
$33.1K 0.03%
+2,339
141
$32.9K 0.03%
+510
142
$32.9K 0.03%
+749
143
$32.6K 0.03%
+584
144
$32.4K 0.03%
+659
145
$32.1K 0.03%
+853
146
$32K 0.03%
+1,199
147
$31.4K 0.03%
+1,702
148
$30.4K 0.03%
+1,332
149
$30.2K 0.03%
+5,040
150
$30.2K 0.03%
+1,001
4 5
6
7 8