FWM
Focused Wealth Management Portfolio holdings
AUM
$819M
1-Year Return
16.9%
This Quarter Return
-11.46%
1 Year Return
+16.9%
3 Year Return
+58.23%
5 Year Return
+83.58%
10 Year Return
+159.12%
AUM
$293M
AUM Growth
-$790K
(-0.27%)
Cap. Flow
+$36.7M
Cap. Flow
% of AUM
12.54%
Top 10 Holdings %
Top 10 Hldgs %
48.81%
Holding
765
New
85
Increased
208
Reduced
87
Closed
32
Top Buys
Top Sells
| 1 |
iShares Core MSCI Europe ETF
IEUR
|
+$8.66M |
| 2 |
SPDR Portfolio TIPS ETF
SPIP
|
+$8.12M |
| 3 |
First Trust Energy AlphaDEX Fund
FXN
|
+$2.45M |
| 4 |
SPDR Euro Stoxx 50 ETF
FEZ
|
+$2.07M |
| 5 |
Invesco Pharmaceuticals ETF
PJP
|
+$2.04M |
Sector Composition
| 1 | Financials | 4.38% |
| 2 | Healthcare | 4.04% |
| 3 | Technology | 3.43% |
| 4 | Industrials | 2.97% |
| 5 | Communication Services | 2.69% |
