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
251
$74.2K 0.02%
194
+75
252
$72.3K 0.01%
1,307
+26
253
$71.6K 0.01%
380
254
$71.2K 0.01%
556
-67
255
$70.5K 0.01%
320
+2
256
$70.4K 0.01%
2,650
+2,200
257
$70.2K 0.01%
939
+900
258
$69.9K 0.01%
750
259
$69.1K 0.01%
802
260
$69K 0.01%
1,200
261
$68.4K 0.01%
+6,286
262
$68.2K 0.01%
850
+810
263
$68.1K 0.01%
10,075
264
$68K 0.01%
203
265
$67.9K 0.01%
544
266
$67K 0.01%
+1,852
267
$66.8K 0.01%
+2,200
268
$66.5K 0.01%
7,611
-15,678
269
$66.2K 0.01%
790
270
$65.9K 0.01%
+1,300
271
$65.1K 0.01%
1,431
+6
272
$64.9K 0.01%
617
-29
273
$64.7K 0.01%
+3,000
274
$64.5K 0.01%
+1,860
275
$64.3K 0.01%
+500
9 10
11
12 13