FWM
Focused Wealth Management Portfolio holdings
AUM
$819M
1-Year Return
16.9%
This Quarter Return
+2.45%
1 Year Return
+16.9%
3 Year Return
+58.23%
5 Year Return
+83.58%
10 Year Return
+159.12%
AUM
$268M
AUM Growth
+$12.2M
(+4.8%)
Cap. Flow
+$7.35M
Cap. Flow
% of AUM
2.75%
Top 10 Holdings %
Top 10 Hldgs %
46.1%
Holding
760
New
33
Increased
162
Reduced
85
Closed
23
Top Buys
| 1 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$5.26M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$700K |
| 3 |
Colgate-Palmolive
CL
|
$455K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$434K |
| 5 |
Ford
F
|
$404K |
Top Sells
| 1 |
Vanguard Energy ETF
VDE
|
$2.33M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
$534K |
| 3 |
Southern Company
SO
|
$304K |
| 4 |
Tesla
TSLA
|
$300K |
| 5 |
Baidu
BIDU
|
$290K |
Sector Composition
| 1 | Financials | 9.9% |
| 2 | Technology | 4.66% |
| 3 | Healthcare | 4.62% |
| 4 | Industrials | 4.13% |
| 5 | Communication Services | 2.66% |
