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
201
$12.7K 0.01%
+217
202
$12.4K 0.01%
+265
203
$11.8K 0.01%
+60
204
$11.7K 0.01%
+159
205
$11.4K 0.01%
+67
206
$10.6K 0.01%
+3
207
$10.5K 0.01%
+116
208
$10.2K 0.01%
+42
209
$10.2K 0.01%
+496
210
$10.1K 0.01%
+19
211
$9.95K 0.01%
+43
212
$9.84K 0.01%
+378
213
$9.16K 0.01%
+21
214
$9.07K 0.01%
+119
215
$8.99K 0.01%
+51
216
$8.96K 0.01%
+171
217
$8.71K 0.01%
+437
218
$8.59K 0.01%
+184
219
$8.34K 0.01%
+166
220
$8.34K 0.01%
+57
221
$8.31K 0.01%
+121
222
$8.05K 0.01%
+270
223
$7.75K 0.01%
+135
224
$7.72K 0.01%
+22
225
$7.49K 0.01%
+260
7 8
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