AFWM

Abich Financial Wealth Management Portfolio holdings

AUM $44.5M
1-Year Est. Return 18.53%
This Quarter Est. Return
1 Year Est. Return
+18.53%
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
1
$38.8M 37.03%
+424,258
2
$10.6M 10.14%
+25,925
3
$10M 9.56%
+155,279
4
$7.93M 7.58%
+224,022
5
$5.37M 5.12%
+191,696
6
$5.11M 4.88%
+16,444
7
$4.95M 4.73%
+33,095
8
$3.9M 3.72%
+92,456
9
$3.47M 3.31%
+71,168
10
$637K 0.61%
+1,693
11
$536K 0.51%
+2,783
12
$391K 0.37%
+13,471
13
$367K 0.35%
+3,662
14
$300K 0.29%
+2,013
15
$292K 0.28%
+10,217
16
$273K 0.26%
+1,047
17
$267K 0.25%
+1,396
18
$265K 0.25%
+1,265
19
$208K 0.2%
+875
20
$197K 0.19%
+6,631
21
$184K 0.18%
+519
22
$170K 0.16%
+3,440
23
$158K 0.15%
+3,009
24
$154K 0.15%
+1,544
25
$139K 0.13%
+1,475
1
2 3 4 5