FWA
FOCUS Wealth Advisors Portfolio holdings
AUM
$208M
1-Year Est. Return
15.81%
1 Year Est. Return
+15.81%
AUM
$192M
AUM Growth
+$11.5M
(+6.4%)
Holding
57
Top Buys
| 1 | +$1.97M | |
| 2 | +$375K | |
| 3 | +$172K | |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$118K |
| 5 |
FT Vest US Equity Buffer ETF May
FMAY
|
+$96.2K |
Top Sells
| 1 | +$2.84M | |
| 2 | +$1.46M | |
| 3 | +$184K | |
| 4 |
Broadcom
AVGO
|
+$79.9K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$38.1K |
Sector Composition
| 1 | Technology | 8.23% |
| 2 | Financials | 7.31% |
| 3 | Industrials | 2.13% |
| 4 | Consumer Staples | 1.15% |
| 5 | Energy | 0.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Invesco QQQ Trust
QQQ
$396B
| $339K | 0.18% |
615
-69
|
|
||
52
Vanguard International High Dividend Yield ETF
VYMI
$12.6B
| $321K | 0.17% |
4,009
|
|
||
53
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
| $281K | 0.15% |
13,566
|
|
||
54
Alphabet (Google) Class C
GOOG
$3.51T
| $275K | 0.14% |
1,549
|
|
||
55
Home Depot
HD
$369B
| $258K | 0.13% |
702
-30
|
|
||
56
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.3B
| $232K | 0.12% |
5,372
|
|
||
57
Oracle
ORCL
$687B
| – | – |
-10,448
|
|