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
376
$27.2K 0.01%
279
377
$27K 0.01%
995
+92
378
$27K 0.01%
272
+1
379
$26.9K 0.01%
1,546
+340
380
$26.7K 0.01%
201
381
$26.3K 0.01%
2,961
-325
382
$26.1K 0.01%
253
+60
383
$26K 0.01%
190
384
$25.5K 0.01%
506
+2
385
$25.5K 0.01%
11,583
386
$25.4K 0.01%
100
387
$25.4K 0.01%
464
-154
388
$25.4K 0.01%
200
389
$25.2K 0.01%
178
+8
390
$25.2K 0.01%
339
-118
391
$25K 0.01%
405
+336
392
$24.9K 0.01%
304
+10
393
$24.9K 0.01%
406
+2
394
$24.8K 0.01%
287
+2
395
$24.8K 0.01%
550
-30
396
$24.7K 0.01%
10
397
$24.6K 0.01%
196
398
$24.5K 0.01%
2,191
+1,151
399
$24.3K ﹤0.01%
488
400
$24.2K ﹤0.01%
291
+1
14 15
16
17 18