FWM
Focused Wealth Management Portfolio holdings
AUM
$819M
1-Year Return
16.9%
This Quarter Return
+7.58%
1 Year Return
+16.9%
3 Year Return
+58.23%
5 Year Return
+83.58%
10 Year Return
+159.12%
AUM
$423M
AUM Growth
+$61.5M
(+17%)
Cap. Flow
+$35.9M
Cap. Flow
% of AUM
8.48%
Top 10 Holdings %
Top 10 Hldgs %
56.13%
Holding
777
New
45
Increased
187
Reduced
119
Closed
44
Top Buys
| 1 |
Schwab Emerging Markets Equity ETF
SCHE
|
$38.5M |
| 2 |
Vanguard Financials ETF
VFH
|
$7.61M |
| 3 |
iShares Short Maturity Bond ETF
NEAR
|
$4.6M |
| 4 |
Vanguard Energy ETF
VDE
|
$4.3M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$4.09M |
Top Sells
| 1 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$34.6M |
| 2 |
SPDR S&P Bank ETF
KBE
|
$5.97M |
| 3 |
First Trust Nasdaq Oil & Gas ETF
FTXN
|
$3.26M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.64M |
| 5 |
AT&T
T
|
$1.08M |
Sector Composition
| 1 | Financials | 5.63% |
| 2 | Technology | 4.53% |
| 3 | Healthcare | 2.51% |
| 4 | Industrials | 2.27% |
| 5 | Communication Services | 1.88% |
