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
426
$17K ﹤0.01%
279
427
$17K ﹤0.01%
215
428
$17K ﹤0.01%
657
-1,755
429
$17K ﹤0.01%
+867
430
$17K ﹤0.01%
1,122
+14
431
$17K ﹤0.01%
425
432
$17K ﹤0.01%
+350
433
$16K ﹤0.01%
+100
434
$16K ﹤0.01%
2,000
435
$16K ﹤0.01%
1,789
-485
436
$16K ﹤0.01%
1,500
437
$16K ﹤0.01%
1,580
438
$15K ﹤0.01%
274
+1
439
$15K ﹤0.01%
370
440
$15K ﹤0.01%
1,038
441
$15K ﹤0.01%
4,377
+12
442
$15K ﹤0.01%
721
443
$14K ﹤0.01%
1,300
-462
444
$14K ﹤0.01%
113
-113
445
$14K ﹤0.01%
239
446
$14K ﹤0.01%
324
447
$14K ﹤0.01%
645
-580
448
$14K ﹤0.01%
251
449
$14K ﹤0.01%
426
450
$14K ﹤0.01%
200
16 17
18
19 20