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
151
$29.6K 0.03%
+2,089
152
$29.6K 0.03%
+594
153
$29.3K 0.03%
+1,275
154
$29.1K 0.03%
+1,008
155
$29.1K 0.03%
+1,301
156
$28.8K 0.03%
+385
157
$28.6K 0.03%
+1,412
158
$28.5K 0.03%
+359
159
$28.4K 0.03%
+587
160
$28.4K 0.03%
+1,052
161
$28.3K 0.03%
+565
162
$27.8K 0.03%
+183
163
$27.7K 0.03%
+188
164
$27.4K 0.03%
+2,570
165
$27.4K 0.03%
+775
166
$27.2K 0.03%
+269
167
$26.8K 0.03%
+363
168
$26.3K 0.03%
+400
169
$26.1K 0.03%
+999
170
$26K 0.02%
+75
171
$24.5K 0.02%
+2,059
172
$23.6K 0.02%
+238
173
$23.6K 0.02%
+15
174
$22.5K 0.02%
+87
175
$22.2K 0.02%
+231