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
$374M
AUM Growth
+$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
809
New
Increased
Reduced
Closed

Top Buys

1
+$6.7M
2
+$5.58M
3
+$5.39M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.3M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$3.27M

Top Sells

1
+$1.68M
2
+$1.09M
3
+$538K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$518K
5
CAT icon
Caterpillar
CAT
+$500K

Sector Composition

1 Financials 6.35%
2 Technology 4.5%
3 Healthcare 3.16%
4 Industrials 2.73%
5 Communication Services 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2K ﹤0.01%
24
652
$2K ﹤0.01%
100
653
$2K ﹤0.01%
675
654
$2K ﹤0.01%
192
655
$1K ﹤0.01%
+29
656
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100
657
$1K ﹤0.01%
26
658
$1K ﹤0.01%
16
659
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50
-450
660
$1K ﹤0.01%
112
661
$1K ﹤0.01%
15
662
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28
663
$1K ﹤0.01%
49
+1
664
$1K ﹤0.01%
11
+1
665
$1K ﹤0.01%
5
666
$1K ﹤0.01%
30
667
$1K ﹤0.01%
98
+2
668
$1K ﹤0.01%
7
669
$1K ﹤0.01%
33
670
$1K ﹤0.01%
341
+237
671
$1K ﹤0.01%
46
672
$1K ﹤0.01%
31
673
$1K ﹤0.01%
23
674
$1K ﹤0.01%
+15
675
$1K ﹤0.01%
+34
25 26
27
28 29