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
$423M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$7.61M
3
+$4.6M
4
VDE icon
Vanguard Energy ETF
VDE
+$4.3M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.09M

Top Sells

1
+$34.6M
2
+$5.97M
3
+$3.26M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.64M
5
T icon
AT&T
T
+$1.08M

Sector Composition

1 Financials 5.63%
2 Technology 4.53%
3 Healthcare 2.51%
4 Industrials 2.27%
5 Communication Services 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11K ﹤0.01%
309
477
$11K ﹤0.01%
532
478
$11K ﹤0.01%
261
479
$11K ﹤0.01%
253
+4
480
$11K ﹤0.01%
45
481
$10K ﹤0.01%
68
+1
482
$10K ﹤0.01%
503
483
$10K ﹤0.01%
58
484
$10K ﹤0.01%
1,005
485
$10K ﹤0.01%
477
486
$10K ﹤0.01%
48
487
$10K ﹤0.01%
+169
488
$9K ﹤0.01%
+500
489
$9K ﹤0.01%
75
490
$9K ﹤0.01%
290
491
$9K ﹤0.01%
750
492
$9K ﹤0.01%
55
493
$9K ﹤0.01%
782
+7
494
$9K ﹤0.01%
112
495
$9K ﹤0.01%
614
496
$9K ﹤0.01%
200
+50
497
$8K ﹤0.01%
175
498
$8K ﹤0.01%
833
499
$8K ﹤0.01%
1,000
500
$8K ﹤0.01%
784
18 19
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