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
326
$42.9K 0.01%
+266
327
$42.5K 0.01%
159
328
$41.5K 0.01%
382
-12
329
$41K 0.01%
90
+66
330
$40.9K 0.01%
+1,800
331
$39.2K 0.01%
+2,400
332
$39K 0.01%
2,445
333
$38.7K 0.01%
14,070
+3,000
334
$38.6K 0.01%
589
+1
335
$38.4K 0.01%
1,725
336
$38.2K 0.01%
608
+10
337
$38.1K 0.01%
186
338
$37.5K 0.01%
400
339
$37.3K 0.01%
654
+5
340
$36.9K 0.01%
762
341
$36.7K 0.01%
+800
342
$36.6K 0.01%
+362
343
$36.5K 0.01%
1,067
+852
344
$35.9K 0.01%
461
+1
345
$35.8K 0.01%
468
346
$35.5K 0.01%
1,158
+80
347
$35.2K 0.01%
864
+86
348
$35.1K 0.01%
420
349
$34.8K 0.01%
516
350
$34.8K 0.01%
30
12 13
14
15 16