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
651
$4.34K ﹤0.01%
26
652
$4.31K ﹤0.01%
36
653
$4.3K ﹤0.01%
100
654
$4.28K ﹤0.01%
+250
655
$4.21K ﹤0.01%
562
656
$4.21K ﹤0.01%
493
-168
657
$4.21K ﹤0.01%
137
658
$4.16K ﹤0.01%
24
659
$4.13K ﹤0.01%
348
+1
660
$4.12K ﹤0.01%
90
661
$4.11K ﹤0.01%
111
-323
662
$4.09K ﹤0.01%
19
+1
663
$4.09K ﹤0.01%
50
664
$4.07K ﹤0.01%
100
-800
665
$4.07K ﹤0.01%
100
666
$4.04K ﹤0.01%
300
667
$4.03K ﹤0.01%
59
668
$4.01K ﹤0.01%
140
669
– –
0
670
$4K ﹤0.01%
63
671
$3.96K ﹤0.01%
87
672
$3.94K ﹤0.01%
579
673
$3.89K ﹤0.01%
+46
674
$3.88K ﹤0.01%
27
675
$3.84K ﹤0.01%
59
-1,417
25 26
27
28 29