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
551
$7.57K ﹤0.01%
60
552
$7.39K ﹤0.01%
140
553
$7.28K ﹤0.01%
657
+19
554
$7.2K ﹤0.01%
30
555
$7.19K ﹤0.01%
74
+1
556
$7.19K ﹤0.01%
120
+1
557
$7.13K ﹤0.01%
29
558
$7.1K ﹤0.01%
439
+33
559
$7.08K ﹤0.01%
150
+1
560
$7.01K ﹤0.01%
+220
561
$6.97K ﹤0.01%
+307
562
$6.97K ﹤0.01%
169
563
$6.92K ﹤0.01%
559
-3,641
564
$6.88K ﹤0.01%
135
565
$6.87K ﹤0.01%
400
566
$6.82K ﹤0.01%
305
+3
567
$6.79K ﹤0.01%
39
568
$6.73K ﹤0.01%
171
569
$6.72K ﹤0.01%
450
570
$6.72K ﹤0.01%
55
571
$6.69K ﹤0.01%
209
572
$6.64K ﹤0.01%
244
+182
573
$6.57K ﹤0.01%
639
574
$6.52K ﹤0.01%
83
575
$6.5K ﹤0.01%
833
21 22
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