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
301
$59K 0.01%
1,190
+262
302
$58K 0.01%
1,301
303
$58K 0.01%
1,200
304
$57K 0.01%
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305
$57K 0.01%
577
306
$56K 0.01%
3,525
-6,312
307
$55K 0.01%
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308
$55K 0.01%
565
309
$54K 0.01%
300
310
$54K 0.01%
3,000
311
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2,040
312
$53K 0.01%
620
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313
$52K 0.01%
297
314
$49K 0.01%
318
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315
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316
$49K 0.01%
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317
$49K 0.01%
850
318
$49K 0.01%
34
319
$48K 0.01%
2,243
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$47K 0.01%
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322
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6,840
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323
$47K 0.01%
589
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324
$46K 0.01%
1,201
325
$46K 0.01%
808
11 12
13
14 15