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
351
$34.4K 0.01%
2,280
+50
352
$33.7K 0.01%
4,000
353
$33.5K 0.01%
202
354
$32.3K 0.01%
181
+2
355
$31.9K 0.01%
119
356
$31.2K 0.01%
379
+1
357
$31.2K 0.01%
3,423
-735
358
$31K 0.01%
50,000
359
$31K 0.01%
621
+91
360
$30.9K 0.01%
213
361
$30.8K 0.01%
124
-7
362
$30.5K 0.01%
335
-29
363
$29.5K 0.01%
4,000
364
$29.4K 0.01%
85
+3
365
$29.3K 0.01%
3,095
-596
366
$29.3K 0.01%
599
-900
367
$29.3K 0.01%
907
+11
368
$29.3K 0.01%
57
-150
369
$28.7K 0.01%
160
370
$28.4K 0.01%
136
371
$28.1K 0.01%
154
+1
372
$28.1K 0.01%
868
+2
373
$27.7K 0.01%
100
374
$27.5K 0.01%
261
375
$27.4K 0.01%
2,381
13 14
15
16 17