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
376
$26K 0.01%
409
+3
377
$26K 0.01%
488
378
$26K 0.01%
2,228
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379
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200
380
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381
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382
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384
$25K 0.01%
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385
$24K 0.01%
402
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387
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389
$24K 0.01%
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390
$24K 0.01%
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391
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298
392
$23K 0.01%
261
393
$23K 0.01%
556
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394
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$22K 0.01%
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398
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400
$21K 0.01%
1,126
-188
14 15
16
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