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
$374M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$5.58M
3
+$5.39M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.3M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$3.27M

Top Sells

1
+$1.68M
2
+$1.09M
3
+$538K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$518K
5
CAT icon
Caterpillar
CAT
+$500K

Sector Composition

1 Financials 6.35%
2 Technology 4.5%
3 Healthcare 3.16%
4 Industrials 2.73%
5 Communication Services 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$10K ﹤0.01%
45
502
$9K ﹤0.01%
67
+41
503
$9K ﹤0.01%
200
504
$9K ﹤0.01%
610
505
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80
-42
506
$9K ﹤0.01%
750
507
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55
508
$9K ﹤0.01%
768
+7
509
$9K ﹤0.01%
72
510
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112
511
$9K ﹤0.01%
200
512
$9K ﹤0.01%
245
+4
513
$9K ﹤0.01%
+952
514
$9K ﹤0.01%
623
515
$8K ﹤0.01%
82
516
$8K ﹤0.01%
400
517
$8K ﹤0.01%
784
518
$8K ﹤0.01%
428
-143
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$8K ﹤0.01%
75
520
$8K ﹤0.01%
+50
521
$8K ﹤0.01%
309
-104
522
$8K ﹤0.01%
242
+2
523
$8K ﹤0.01%
8
524
$8K ﹤0.01%
100
525
$7K ﹤0.01%
+175
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