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
176
$21.9K 0.02%
+366
177
$20.9K 0.02%
+448
178
$20.7K 0.02%
+74
179
$19.8K 0.02%
+131
180
$19.3K 0.02%
+123
181
$19.1K 0.02%
+29
182
$18.7K 0.02%
+129
183
$18.2K 0.02%
+535
184
$17.6K 0.02%
+345
185
$17.2K 0.02%
+30
186
$17K 0.02%
+245
187
$16.9K 0.02%
+450
188
$16.5K 0.02%
+253
189
$16.4K 0.02%
+968
190
$15.2K 0.01%
+340
191
$15K 0.01%
+120
192
$14.9K 0.01%
+272
193
$14.6K 0.01%
+333
194
$14.4K 0.01%
+350
195
$13.9K 0.01%
+104
196
$13.9K 0.01%
+74
197
$13.7K 0.01%
+117
198
$13.6K 0.01%
+30
199
$13.1K 0.01%
+784
200
$13K 0.01%
+119