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
401
$23.7K ﹤0.01%
993
+2
402
$23.5K ﹤0.01%
457
+1
403
$23.5K ﹤0.01%
700
-525
404
$23.3K ﹤0.01%
400
405
$23.3K ﹤0.01%
920
+7
406
$23.1K ﹤0.01%
133
+1
407
$23.1K ﹤0.01%
410
408
$23.1K ﹤0.01%
666
409
$23K ﹤0.01%
158
410
$22.8K ﹤0.01%
457
411
$22.7K ﹤0.01%
168
412
$22.7K ﹤0.01%
252
-9
413
$22.6K ﹤0.01%
2,036
414
$22.5K ﹤0.01%
176
415
$21.7K ﹤0.01%
116
416
$21.6K ﹤0.01%
3,648
+82
417
$21.5K ﹤0.01%
366
418
$20.8K ﹤0.01%
448
+1
419
$20.1K ﹤0.01%
146
+1
420
$20.1K ﹤0.01%
500
421
$20K ﹤0.01%
1,279
-1,541
422
$19.9K ﹤0.01%
2,000
423
$19.6K ﹤0.01%
4,244
-5,310
424
$19.5K ﹤0.01%
2,169
+380
425
$19.4K ﹤0.01%
150
15 16
17
18 19