FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
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
+$37M
2
+$7.28M
3
+$4.6M
4
VDE icon
Vanguard Energy ETF
VDE
+$4.11M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.91M

Top Sells

1
+$33.2M
2
+$5.72M
3
+$3.15M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.64M
5
T icon
AT&T
T
+$1.06M

Sector Composition

1 Financials 5.63%
2 Technology 4.53%
3 Healthcare 2.51%
4 Industrials 2.27%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
106
627
$2K ﹤0.01%
9
628
$2K ﹤0.01%
55
629
$2K ﹤0.01%
103
630
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+7
631
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632
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14
633
$2K ﹤0.01%
37
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634
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123
-500
635
$1K ﹤0.01%
66
-1
636
$1K ﹤0.01%
100
637
$1K ﹤0.01%
100
638
$1K ﹤0.01%
14
639
$1K ﹤0.01%
280
640
$1K ﹤0.01%
50
641
$1K ﹤0.01%
5
642
$1K ﹤0.01%
30
643
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644
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645
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6
646
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46
647
$1K ﹤0.01%
360
-1,000
648
$1K ﹤0.01%
63
649
$1K ﹤0.01%
+9
650
$1K ﹤0.01%
34
24 25
26
27 28