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
626
$2K ﹤0.01%
14
627
$2K ﹤0.01%
466
628
$2K ﹤0.01%
200
629
$2K ﹤0.01%
211
630
$2K ﹤0.01%
8
631
$2K ﹤0.01%
428
632
$2K ﹤0.01%
100
633
$2K ﹤0.01%
37
-313
634
$2K ﹤0.01%
123
-500
635
$1K ﹤0.01%
29
636
$1K ﹤0.01%
100
637
$1K ﹤0.01%
14
638
$1K ﹤0.01%
280
639
$1K ﹤0.01%
50
640
$1K ﹤0.01%
4
641
$1K ﹤0.01%
112
642
$1K ﹤0.01%
26
643
$1K ﹤0.01%
28
644
$1K ﹤0.01%
50
+1
645
$1K ﹤0.01%
11
646
$1K ﹤0.01%
5
647
$1K ﹤0.01%
30
648
$1K ﹤0.01%
99
+1
649
$1K ﹤0.01%
200
650
$1K ﹤0.01%
24
24 25
26
27 28