FWM

Focused Wealth Management Portfolio holdings

AUM $957M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
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
+$37M
2
+$7.28M
3
+$4.6M
4
VDE icon
Vanguard Energy ETF
VDE
+$4.11M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.91M

Top Sells

1
+$33.2M
2
+$5.72M
3
+$3.15M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.64M
5
T icon
AT&T
T
+$1.06M

Sector Composition

1 Financials 5.63%
2 Technology 4.53%
3 Healthcare 2.51%
4 Industrials 2.27%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$8K ﹤0.01%
250
502
$8K ﹤0.01%
437
503
$8K ﹤0.01%
246
+2
504
$8K ﹤0.01%
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505
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775
506
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507
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508
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833
509
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1,000
510
$7K ﹤0.01%
142
+2
511
$7K ﹤0.01%
400
512
$7K ﹤0.01%
35
513
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+130
514
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63
515
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168
516
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225
517
$7K ﹤0.01%
403
518
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105
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519
$7K ﹤0.01%
+100
520
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475
521
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443
-15
522
$7K ﹤0.01%
242
523
$7K ﹤0.01%
50
524
$7K ﹤0.01%
+991
525
$7K ﹤0.01%
159
+4
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