FWM
Focused Wealth Management Portfolio holdings
AUM
$819M
1-Year Return
16.9%
This Quarter Return
+3.89%
1 Year Return
+16.9%
3 Year Return
+58.23%
5 Year Return
+83.58%
10 Year Return
+159.12%
AUM
$293M
AUM Growth
+$5.1M
(+1.8%)
Cap. Flow
-$4.2M
Cap. Flow
% of AUM
-1.43%
Top 10 Holdings %
Top 10 Hldgs %
46.96%
Holding
733
New
51
Increased
119
Reduced
180
Closed
50
Top Buys
| 1 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
$9.36M |
| 2 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
$6.94M |
| 3 |
Pfizer
PFE
|
$2.28M |
| 4 |
SPDR S&P Software & Services ETF
XSW
|
$1.96M |
| 5 |
Sarepta Therapeutics
SRPT
|
$1.48M |
Top Sells
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$8.01M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$5.09M |
| 3 |
BlackRock Corporate High Yield Fund
HYT
|
$2.62M |
| 4 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$2.47M |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
$2.16M |
Sector Composition
| 1 | Financials | 5.53% |
| 2 | Healthcare | 5.1% |
| 3 | Industrials | 3.75% |
| 4 | Technology | 3.33% |
| 5 | Communication Services | 3.1% |
