FWM
Focused Wealth Management Portfolio holdings
AUM
$819M
1-Year Return
16.9%
This Quarter Return
+1.62%
1 Year Return
+16.9%
3 Year Return
+58.23%
5 Year Return
+83.58%
10 Year Return
+159.12%
AUM
$288M
AUM Growth
-$24.2M
(-7.7%)
Cap. Flow
-$26.8M
Cap. Flow
% of AUM
-9.31%
Top 10 Holdings %
Top 10 Hldgs %
47.78%
Holding
758
New
34
Increased
117
Reduced
141
Closed
85
Top Buys
| 1 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$5.97M |
| 2 |
First Trust Energy AlphaDEX Fund
FXN
|
$3.77M |
| 3 |
SPDR S&P Bank ETF
KBE
|
$1.57M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.56M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.5M |
Top Sells
| 1 |
Bank of America
BAC
|
$6.66M |
| 2 |
Apple
AAPL
|
$4.38M |
| 3 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$3.29M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
$3.22M |
| 5 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$2.95M |
Sector Composition
| 1 | Financials | 5.54% |
| 2 | Healthcare | 3.91% |
| 3 | Technology | 3.04% |
| 4 | Industrials | 2.96% |
| 5 | Communication Services | 2.47% |
