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
401
$20K ﹤0.01%
445
402
$20K ﹤0.01%
700
403
$20K ﹤0.01%
1,050
+50
404
$20K ﹤0.01%
362
405
$20K ﹤0.01%
443
406
$20K ﹤0.01%
150
407
$19K ﹤0.01%
405
408
$19K ﹤0.01%
168
409
$19K ﹤0.01%
1,500
410
$19K ﹤0.01%
1,838
-206
411
$19K ﹤0.01%
216
412
$18K ﹤0.01%
100
413
$18K ﹤0.01%
1,789
414
$18K ﹤0.01%
294
415
$18K ﹤0.01%
741
-100
416
$18K ﹤0.01%
361
417
$18K ﹤0.01%
+916
418
$18K ﹤0.01%
308
419
$18K ﹤0.01%
1,146
+12
420
$17K ﹤0.01%
1,000
421
$17K ﹤0.01%
260
+14
422
$17K ﹤0.01%
+1,580
423
$17K ﹤0.01%
426
424
$17K ﹤0.01%
215
425
$17K ﹤0.01%
417
-104
15 16
17
18 19