FWM
Focused Wealth Management Portfolio holdings
AUM
$819M
1-Year Return
16.9%
This Quarter Return
+0.33%
1 Year Return
+16.9%
3 Year Return
+58.23%
5 Year Return
+83.58%
10 Year Return
+159.12%
AUM
$362M
AUM Growth
-$12.3M
(-3.3%)
Cap. Flow
-$12.2M
Cap. Flow
% of AUM
-3.39%
Top 10 Holdings %
Top 10 Hldgs %
56.14%
Holding
794
New
34
Increased
101
Reduced
210
Closed
59
Top Buys
Top Sells
| 1 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$13.5M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
$2.3M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$1.98M |
| 4 |
Blackstone
BX
|
$1.47M |
| 5 |
Vanguard Information Technology ETF
VGT
|
$1.03M |
Sector Composition
| 1 | Financials | 5.74% |
| 2 | Technology | 4.58% |
| 3 | Healthcare | 2.42% |
| 4 | Industrials | 2.34% |
| 5 | Communication Services | 2.24% |
