FWM
Focused Wealth Management Portfolio holdings
AUM
$819M
1-Year Return
16.9%
This Quarter Return
+6.17%
1 Year Return
+16.9%
3 Year Return
+58.23%
5 Year Return
+83.58%
10 Year Return
+159.12%
AUM
$555M
AUM Growth
+$61.2M
(+12%)
Cap. Flow
+$33M
Cap. Flow
% of AUM
5.95%
Top 10 Holdings %
Top 10 Hldgs %
60.8%
Holding
1,075
New
40
Increased
273
Reduced
159
Closed
49
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$19.9M |
| 2 |
Vanguard International Dividend Appreciation ETF
VIGI
|
+$8.69M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$3.73M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$1.85M |
| 5 |
Vanguard Value ETF
VTV
|
+$1.61M |
Top Sells
Sector Composition
| 1 | Technology | 5.93% |
| 2 | Financials | 3.78% |
| 3 | Communication Services | 2.83% |
| 4 | Consumer Discretionary | 2.59% |
| 5 | Healthcare | 2.11% |
