FWM
Focused Wealth Management Portfolio holdings
AUM
$819M
1-Year Return
16.9%
This Quarter Return
-15.93%
1 Year Return
+16.9%
3 Year Return
+58.23%
5 Year Return
+83.58%
10 Year Return
+159.12%
AUM
$347M
AUM Growth
-$76.4M
(-18%)
Cap. Flow
-$166K
Cap. Flow
% of AUM
-0.05%
Top 10 Holdings %
Top 10 Hldgs %
60.92%
Holding
784
New
51
Increased
158
Reduced
168
Closed
47
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$31M |
| 2 |
Schwab US TIPS ETF
SCHP
|
+$14.1M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
+$7.2M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$6.61M |
| 5 |
SPDR S&P Biotech ETF
XBI
|
+$2.64M |
Top Sells
Sector Composition
| 1 | Technology | 4.6% |
| 2 | Financials | 4.28% |
| 3 | Healthcare | 2.36% |
| 4 | Industrials | 2.01% |
| 5 | Consumer Discretionary | 1.88% |
