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
626
$4.89K ﹤0.01%
800
627
$4.86K ﹤0.01%
+70
628
$4.84K ﹤0.01%
+100
629
$4.8K ﹤0.01%
130
+25
630
$4.79K ﹤0.01%
19
631
$4.77K ﹤0.01%
+250
632
$4.77K ﹤0.01%
103
-57
633
$4.76K ﹤0.01%
213
+2
634
$4.74K ﹤0.01%
345
+6
635
$4.69K ﹤0.01%
51
636
$4.69K ﹤0.01%
168
637
$4.66K ﹤0.01%
328
638
$4.66K ﹤0.01%
406
+40
639
$4.66K ﹤0.01%
103
640
$4.65K ﹤0.01%
36
641
$4.63K ﹤0.01%
319
+3
642
$4.6K ﹤0.01%
75
643
$4.53K ﹤0.01%
29
+1
644
$4.51K ﹤0.01%
24
-4
645
$4.49K ﹤0.01%
163
+3
646
$4.49K ﹤0.01%
353
-600
647
$4.46K ﹤0.01%
48
648
$4.41K ﹤0.01%
38
649
$4.39K ﹤0.01%
492
650
$4.38K ﹤0.01%
51
+1
24 25
26
27 28