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
351
$35K 0.01%
2,040
352
$35K 0.01%
211
-10
353
$34K 0.01%
4,000
354
$34K 0.01%
1,087
-179
355
$34K 0.01%
388
+1
356
$34K 0.01%
1,000
357
$33K 0.01%
501
358
$33K 0.01%
500
359
$33K 0.01%
468
360
$33K 0.01%
2,381
361
$32K 0.01%
1,650
362
$32K 0.01%
1,462
-33
363
$31K 0.01%
494
364
$30K 0.01%
+1,000
365
$30K 0.01%
+241
366
$30K 0.01%
258
367
$30K 0.01%
+150
368
$30K 0.01%
1,856
+7
369
$29K 0.01%
622
370
$29K 0.01%
516
371
$29K 0.01%
700
372
$28K 0.01%
+571
373
$27K 0.01%
1,000
374
$27K 0.01%
185
-134
375
$27K 0.01%
3,590
+2
13 14
15
16 17