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
451
$16.4K ﹤0.01%
216
452
$16.2K ﹤0.01%
1,500
453
$16.1K ﹤0.01%
234
454
$16K ﹤0.01%
102
455
$15.8K ﹤0.01%
287
456
$15.7K ﹤0.01%
149
+5
457
$15.6K ﹤0.01%
246
+1
458
$15.1K ﹤0.01%
400
459
$14.9K ﹤0.01%
14,444
460
$14.8K ﹤0.01%
1,516
+4
461
$14.7K ﹤0.01%
180
-1,000
462
$14.6K ﹤0.01%
400
-2,355
463
$14.6K ﹤0.01%
1,493
+272
464
$14.5K ﹤0.01%
468
+2
465
$14.3K ﹤0.01%
175
466
$14.2K ﹤0.01%
304
+13
467
$13.9K ﹤0.01%
376
+10
468
$13.8K ﹤0.01%
574
+2
469
$13.8K ﹤0.01%
244
470
$13.6K ﹤0.01%
150
471
$13.5K ﹤0.01%
2,000
472
$13.4K ﹤0.01%
77
+17
473
$13.3K ﹤0.01%
227
+1
474
$13.3K ﹤0.01%
645
+70
475
$12.8K ﹤0.01%
300
17 18
19
20 21