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
301
$52.8K 0.01%
701
+1
302
$52.1K 0.01%
11,014
303
$50.7K 0.01%
+718
304
$50.2K 0.01%
+4,755
305
$50K 0.01%
2,422
+222
306
$49.8K 0.01%
69
307
$49.7K 0.01%
498
-3
308
$49.4K 0.01%
4,595
+39
309
$49.1K 0.01%
+12,000
310
$48.5K 0.01%
200
311
$48K 0.01%
2,400
312
$47.8K 0.01%
671
313
$46.8K 0.01%
3,260
314
$46.5K 0.01%
941
+3
315
$46.5K 0.01%
828
316
$46.4K 0.01%
1,589
-300
317
$46.3K 0.01%
472
+2
318
$46K 0.01%
720
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319
$45.8K 0.01%
513
+4
320
$45.7K 0.01%
950
321
$44.9K 0.01%
630
-306
322
$44.3K 0.01%
907
+731
323
$44.3K 0.01%
1,468
+1,442
324
$44.3K 0.01%
602
+3
325
$44K 0.01%
1,021
11 12
13
14 15