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
$374M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$5.58M
3
+$5.39M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.3M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$3.27M

Top Sells

1
+$1.68M
2
+$1.09M
3
+$538K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$518K
5
CAT icon
Caterpillar
CAT
+$500K

Sector Composition

1 Financials 6.35%
2 Technology 4.5%
3 Healthcare 3.16%
4 Industrials 2.73%
5 Communication Services 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$61K 0.02%
9,442
-5,510
302
$61K 0.02%
10,525
+48
303
$61K 0.02%
700
-80
304
$60K 0.02%
924
305
$59K 0.02%
+2,944
306
$58K 0.02%
62
+7
307
$58K 0.02%
950
308
$57K 0.02%
+2,125
309
$56K 0.02%
637
310
$56K 0.02%
1,000
311
$55K 0.01%
577
312
$55K 0.01%
1,452
+16
313
$54K 0.01%
565
-1
314
$54K 0.01%
+1,200
315
$52K 0.01%
+1,272
316
$52K 0.01%
2,302
+5
317
$52K 0.01%
+505
318
$51K 0.01%
580
319
$51K 0.01%
6
320
$50K 0.01%
186
321
$48K 0.01%
1,300
+900
322
$48K 0.01%
850
323
$47K 0.01%
+34
324
$46K 0.01%
129
+121
325
$45K 0.01%
300
11 12
13
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