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
$330M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$9.67M
3
+$2.86M
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$2.52M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M

Top Sells

1
+$9.87M
2
+$8.25M
3
+$5.01M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$2.85M
5
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$1.54M

Sector Composition

1 Financials 4.39%
2 Technology 3.91%
3 Healthcare 3.49%
4 Industrials 3.27%
5 Communication Services 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$12K ﹤0.01%
326
427
$12K ﹤0.01%
332
428
$12K ﹤0.01%
235
429
$12K ﹤0.01%
341
430
$12K ﹤0.01%
200
431
$12K ﹤0.01%
309
432
$12K ﹤0.01%
44
433
$12K ﹤0.01%
65
434
$12K ﹤0.01%
106
435
$12K ﹤0.01%
4,365
+19
436
$11K ﹤0.01%
+65
437
$11K ﹤0.01%
413
-4,509
438
$11K ﹤0.01%
272
+2
439
$11K ﹤0.01%
477
440
$11K ﹤0.01%
305
441
$11K ﹤0.01%
413
442
$11K ﹤0.01%
450
443
$11K ﹤0.01%
200
444
$11K ﹤0.01%
131
445
$11K ﹤0.01%
650
+4
446
$10K ﹤0.01%
503
447
$10K ﹤0.01%
57
448
$10K ﹤0.01%
200
-3,300
449
$10K ﹤0.01%
325
450
$10K ﹤0.01%
1,005
16 17
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