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
$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 2.51%
4 Consumer Discretionary 1.98%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$8.63K ﹤0.01%
265
527
$8.61K ﹤0.01%
40
528
$8.57K ﹤0.01%
215
+3
529
$8.52K ﹤0.01%
205
+1
530
$8.47K ﹤0.01%
169
531
$8.4K ﹤0.01%
73
532
$8.39K ﹤0.01%
1,328
+44
533
$8.38K ﹤0.01%
270
534
$8.36K ﹤0.01%
826
535
$8.36K ﹤0.01%
100
536
$8.29K ﹤0.01%
22
537
$8.24K ﹤0.01%
97
538
$8.23K ﹤0.01%
750
539
$8.2K ﹤0.01%
1,200
540
$8.19K ﹤0.01%
109
+1
541
$8.15K ﹤0.01%
550
542
$8.07K ﹤0.01%
650
+16
543
$8.06K ﹤0.01%
300
544
$7.92K ﹤0.01%
1,524
545
$7.87K ﹤0.01%
209
-6
546
$7.77K ﹤0.01%
129
547
$7.76K ﹤0.01%
95
+87
548
$7.75K ﹤0.01%
126
+3
549
$7.6K ﹤0.01%
141
+16
550
$7.59K ﹤0.01%
500
20 21
22
23 24