FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
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 2.56%
4 Consumer Discretionary 1.98%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$12.7K ﹤0.01%
225
477
$12.6K ﹤0.01%
150
+2
478
$12.6K ﹤0.01%
1,169
479
$12.6K ﹤0.01%
246
+188
480
$12.5K ﹤0.01%
23
+1
481
$12.5K ﹤0.01%
1,233
+14
482
$12.4K ﹤0.01%
428
483
$12.4K ﹤0.01%
+315
484
$12.2K ﹤0.01%
616
+423
485
$12.2K ﹤0.01%
242
+1
486
$12.1K ﹤0.01%
+256
487
$12K ﹤0.01%
22
+5
488
$12K ﹤0.01%
52
489
$11.8K ﹤0.01%
120
490
$11.8K ﹤0.01%
640
-100
491
$11.7K ﹤0.01%
453
+101
492
$11.5K ﹤0.01%
1,580
493
$11.5K ﹤0.01%
610
+304
494
$11.3K ﹤0.01%
662
+3
495
$11.2K ﹤0.01%
1,241
+19
496
$11.1K ﹤0.01%
872
+8
497
$11K ﹤0.01%
699
+9
498
$10.8K ﹤0.01%
1,200
499
$10.7K ﹤0.01%
214
500
$10.7K ﹤0.01%
144
18 19
20
21 22