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
326
$46K 0.01%
527
-110
327
$46K 0.01%
78
328
$44K 0.01%
2,661
329
$43K 0.01%
338
330
$43K 0.01%
3,847
331
$43K 0.01%
2,125
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332
$43K 0.01%
560
333
$42K 0.01%
1,300
334
$41K 0.01%
129
335
$40K 0.01%
936
+22
336
$40K 0.01%
1,000
-100
337
$40K 0.01%
331
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338
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468
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339
$40K 0.01%
3,045
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340
$39K 0.01%
7
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341
$37K 0.01%
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-17
342
$37K 0.01%
1,650
343
$37K 0.01%
+510
344
$36K 0.01%
380
345
$35K 0.01%
2,381
346
$35K 0.01%
1,096
347
$34K 0.01%
717
-2,047
348
$33K 0.01%
494
349
$32K 0.01%
342
-2,100
350
$32K 0.01%
340
12 13
14
15 16