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
276
$77K 0.02%
589
277
$76K 0.02%
676
278
$76K 0.02%
450
279
$74K 0.02%
2,321
+87
280
$73K 0.02%
2,242
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281
$73K 0.02%
188
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282
$73K 0.02%
675
283
$72K 0.02%
1,500
284
$71K 0.02%
2,075
-44
285
$71K 0.02%
1,715
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286
$70K 0.02%
4,100
287
$70K 0.02%
512
-1,251
288
$70K 0.02%
714
289
$69K 0.02%
3,725
+1,575
290
$69K 0.02%
689
-40
291
$69K 0.02%
500
292
$69K 0.02%
260
293
$66K 0.02%
567
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294
$66K 0.02%
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295
$66K 0.02%
1,758
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296
$64K 0.02%
950
297
$63K 0.01%
1,750
298
$62K 0.01%
1,482
299
$61K 0.01%
10,628
+52
300
$61K 0.01%
1,204
+16
10 11
12
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