FWM

Focused Wealth Management Portfolio holdings

AUM $924M
1-Year Est. Return 19.03%
This Quarter Est. Return
1 Year Est. Return
+19.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$491M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,137
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$24.6M
3
+$7.59M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$4.78M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.41M

Top Sells

1
+$26.8M
2
+$23.8M
3
+$18.8M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.8M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.43M

Sector Composition

1 Technology 4.56%
2 Financials 4%
3 Healthcare 2.51%
4 Consumer Discretionary 1.98%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$83.3K 0.02%
+3,580
227
$82.3K 0.02%
2,378
+336
228
$82K 0.02%
+3,687
229
$82K 0.02%
+1,115
230
$81.6K 0.02%
1,158
+194
231
$81.1K 0.02%
+3,285
232
$81K 0.02%
1,251
-381
233
$80.2K 0.02%
1,800
234
$79.5K 0.02%
+9,600
235
$79.4K 0.02%
973
+10
236
$79K 0.02%
942
237
$78.6K 0.02%
1,670
+11
238
$78.5K 0.02%
+1,365
239
$78.4K 0.02%
3,114
+2,943
240
$77.9K 0.02%
2,245
-85
241
$77.8K 0.02%
637
+621
242
$76.6K 0.02%
590
243
$76.5K 0.02%
265
+207
244
$75.9K 0.02%
670
+550
245
$75.8K 0.02%
676
246
$75.8K 0.02%
6,800
+2,400
247
$75.7K 0.02%
3,888
248
$75.5K 0.02%
2,613
-14
249
$74.8K 0.02%
+3,400
250
$74.2K 0.02%
+1,350
8 9
10
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