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
426
$19.4K ﹤0.01%
1,273
-50
427
$19.4K ﹤0.01%
744
428
$19.3K ﹤0.01%
4,241
429
$19.3K ﹤0.01%
468
+21
430
$19.2K ﹤0.01%
136
431
$19K ﹤0.01%
200
432
$18.8K ﹤0.01%
77
+1
433
$18.8K ﹤0.01%
363
+355
434
$18.6K ﹤0.01%
323
-6
435
$17.8K ﹤0.01%
456
+4
436
$17.8K ﹤0.01%
639
+2
437
$17.7K ﹤0.01%
244
+1
438
$17.6K ﹤0.01%
2,716
439
$17.6K ﹤0.01%
298
440
$17.4K ﹤0.01%
11,375
-2,425
441
$17.2K ﹤0.01%
1,022
442
$17.2K ﹤0.01%
614
-42
443
$17.1K ﹤0.01%
945
+724
444
$17K ﹤0.01%
406
+5
445
$17K ﹤0.01%
1,674
-29
446
$16.8K ﹤0.01%
400
+20
447
$16.7K ﹤0.01%
265
+2
448
$16.6K ﹤0.01%
600
+100
449
$16.6K ﹤0.01%
437
-248
450
$16.5K ﹤0.01%
802
+13
16 17
18
19 20