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
601
$5.47K ﹤0.01%
437
602
$5.39K ﹤0.01%
2,122
-1,445
603
$5.32K ﹤0.01%
6,000
-8,000
604
$5.31K ﹤0.01%
+200
605
$5.3K ﹤0.01%
43
606
$5.28K ﹤0.01%
+110
607
$5.23K ﹤0.01%
350
608
$5.22K ﹤0.01%
719
+8
609
$5.21K ﹤0.01%
403
610
$5.16K ﹤0.01%
74
-10
611
$5.16K ﹤0.01%
+300
612
$5.16K ﹤0.01%
145
613
$5.15K ﹤0.01%
103
614
$5.1K ﹤0.01%
170
615
$5.07K ﹤0.01%
25
616
$5.07K ﹤0.01%
100
617
$5.06K ﹤0.01%
107
+1
618
$5.06K ﹤0.01%
132
-69
619
$5.05K ﹤0.01%
50
620
$5.04K ﹤0.01%
103
621
$5.01K ﹤0.01%
145
-50
622
$4.98K ﹤0.01%
+64
623
$4.94K ﹤0.01%
100
624
$4.94K ﹤0.01%
70
625
$4.91K ﹤0.01%
400
23 24
25
26 27