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
576
$6.49K ﹤0.01%
67
+39
577
$6.47K ﹤0.01%
363
+5
578
$6.4K ﹤0.01%
57
+37
579
$6.38K ﹤0.01%
100
580
$6.33K ﹤0.01%
230
581
$6.31K ﹤0.01%
903
+3
582
$6.3K ﹤0.01%
38
583
$6.16K ﹤0.01%
168
+126
584
$6.13K ﹤0.01%
+400
585
$6.12K ﹤0.01%
248
+1
586
$6.11K ﹤0.01%
89
587
$6.08K ﹤0.01%
784
588
$6.07K ﹤0.01%
614
589
$6.01K ﹤0.01%
736
+22
590
$5.89K ﹤0.01%
35
591
$5.88K ﹤0.01%
6,999
592
$5.86K ﹤0.01%
98
+1
593
$5.85K ﹤0.01%
178
+2
594
$5.83K ﹤0.01%
171
+5
595
$5.82K ﹤0.01%
505
+136
596
$5.62K ﹤0.01%
2,000
597
$5.61K ﹤0.01%
300
+7
598
$5.57K ﹤0.01%
118
+4
599
$5.5K ﹤0.01%
305
-2,200
600
$5.49K ﹤0.01%
1,000
22 23
24
25 26