FWM

Focused Wealth Management Portfolio holdings

AUM $957M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$7.28M
3
+$4.6M
4
VDE icon
Vanguard Energy ETF
VDE
+$4.11M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.91M

Top Sells

1
+$33.2M
2
+$5.72M
3
+$3.15M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.64M
5
T icon
AT&T
T
+$1.06M

Sector Composition

1 Financials 5.63%
2 Technology 4.53%
3 Healthcare 2.51%
4 Industrials 2.27%
5 Communication Services 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$1K ﹤0.01%
100
677
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678
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679
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680
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10
681
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682
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683
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684
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685
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686
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687
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688
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689
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690
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691
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692
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693
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696
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0
697
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698
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699
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0
700
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26 27
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29 30