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
351
$32K 0.01%
447
+1
352
$31K 0.01%
516
353
$31K 0.01%
336
+2
354
$31K 0.01%
+1,002
355
$30K 0.01%
700
356
$30K 0.01%
604
357
$30K 0.01%
501
358
$29K 0.01%
3,757
+1
359
$29K 0.01%
150
360
$29K 0.01%
1,000
361
$29K 0.01%
800
362
$28K 0.01%
1,126
363
$28K 0.01%
2,000
364
$28K 0.01%
213
365
$28K 0.01%
241
366
$27K 0.01%
517
-172
367
$27K 0.01%
292
368
$26K 0.01%
488
369
$26K 0.01%
811
+2
370
$26K 0.01%
405
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$25K 0.01%
330
372
$25K 0.01%
261
373
$25K 0.01%
326
+51
374
$25K 0.01%
415
+3
375
$24K 0.01%
298
13 14
15
16 17