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
$423M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$7.61M
3
+$4.6M
4
VDE icon
Vanguard Energy ETF
VDE
+$4.3M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.09M

Top Sells

1
+$34.6M
2
+$5.97M
3
+$3.26M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.64M
5
T icon
AT&T
T
+$1.08M

Sector Composition

1 Financials 5.63%
2 Technology 4.53%
3 Healthcare 2.51%
4 Industrials 2.27%
5 Communication Services 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3K ﹤0.01%
9
602
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120
603
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604
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50
605
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331
606
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607
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+25
608
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200
609
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19
-1,331
610
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126
+6
611
$2K ﹤0.01%
77
612
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74
613
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110
614
$2K ﹤0.01%
60
615
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17
-60
616
$2K ﹤0.01%
105
617
$2K ﹤0.01%
541
+117
618
$2K ﹤0.01%
116
+3
619
$2K ﹤0.01%
106
620
$2K ﹤0.01%
92
621
$2K ﹤0.01%
+150
622
$2K ﹤0.01%
55
623
$2K ﹤0.01%
103
624
$2K ﹤0.01%
+7
625
$2K ﹤0.01%
112
23 24
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