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
276
$63.5K 0.01%
1,024
+1
277
$63.3K 0.01%
575
-520
278
$63.1K 0.01%
507
279
$62.5K 0.01%
529
280
$61.9K 0.01%
1,201
281
$61.6K 0.01%
2,064
+7
282
$61.4K 0.01%
+450
283
$59.9K 0.01%
+1,200
284
$59.3K 0.01%
1,449
-579,984
285
$58.3K 0.01%
1,121
-89
286
$57.5K 0.01%
1,439
+4
287
$56.3K 0.01%
18,506
-35
288
$56.1K 0.01%
924
289
$56K 0.01%
1,601
+14
290
$55.9K 0.01%
2,537
-105
291
$55.5K 0.01%
1,387
-46
292
$55.1K 0.01%
772
-1
293
$55K 0.01%
128
294
$54.5K 0.01%
1,100
+250
295
$54.4K 0.01%
83
296
$54.3K 0.01%
4,524
297
$53.6K 0.01%
435
-446
298
$53.3K 0.01%
203
299
$53.1K 0.01%
644
+4
300
$52.8K 0.01%
531
+2
10 11
12
13 14