FWM
Focused Wealth Management Portfolio holdings
AUM
$819M
1-Year Return
16.9%
This Quarter Return
+11.59%
1 Year Return
+16.9%
3 Year Return
+58.23%
5 Year Return
+83.58%
10 Year Return
+159.12%
AUM
$330M
AUM Growth
+$37.4M
(+13%)
Cap. Flow
+$4.69M
Cap. Flow
% of AUM
1.42%
Top 10 Holdings %
Top 10 Hldgs %
54.35%
Holding
760
New
29
Increased
144
Reduced
140
Closed
36
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$16.8M |
| 2 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$9.67M |
| 3 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$2.86M |
| 4 |
SPDR Gold MiniShares Trust
GLDM
|
+$2.52M |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$2.47M |
Top Sells
Sector Composition
| 1 | Financials | 4.39% |
| 2 | Technology | 3.91% |
| 3 | Healthcare | 3.49% |
| 4 | Industrials | 3.27% |
| 5 | Communication Services | 2.75% |
