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
$423M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$7.61M
3
+$4.6M
4
VDE icon
Vanguard Energy ETF
VDE
+$4.3M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.09M

Top Sells

1
+$34.6M
2
+$5.97M
3
+$3.26M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.64M
5
T icon
AT&T
T
+$1.08M

Sector Composition

1 Financials 5.63%
2 Technology 4.53%
3 Healthcare 2.51%
4 Industrials 2.27%
5 Communication Services 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$104K 0.02%
+4,391
252
$98K 0.02%
426
+1
253
$98K 0.02%
600
254
$98K 0.02%
5,174
-500
255
$97K 0.02%
754
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256
$97K 0.02%
584
-20
257
$96K 0.02%
955
+355
258
$94K 0.02%
+3,693
259
$94K 0.02%
1,185
-2,255
260
$93K 0.02%
780
-200
261
$91K 0.02%
2,400
262
$91K 0.02%
5,911
263
$88K 0.02%
1,361
-349
264
$87K 0.02%
412
+10
265
$87K 0.02%
860
266
$87K 0.02%
637
+2
267
$86K 0.02%
2,085
-90
268
$85K 0.02%
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269
$83K 0.02%
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270
$83K 0.02%
770
271
$82K 0.02%
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-150
272
$79K 0.02%
1,200
273
$79K 0.02%
976
+9
274
$78K 0.02%
266
-13
275
$77K 0.02%
884
-49
9 10
11
12 13