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
676
$3.81K ﹤0.01%
100
677
$3.81K ﹤0.01%
26
-10
678
$3.78K ﹤0.01%
27
+15
679
$3.75K ﹤0.01%
150
680
$3.75K ﹤0.01%
111
681
$3.73K ﹤0.01%
201
-99
682
$3.69K ﹤0.01%
800
683
$3.69K ﹤0.01%
1,181
+39
684
$3.67K ﹤0.01%
16
685
$3.59K ﹤0.01%
108
+80
686
$3.57K ﹤0.01%
53
687
$3.54K ﹤0.01%
337
688
$3.53K ﹤0.01%
+58
689
$3.51K ﹤0.01%
50
690
$3.46K ﹤0.01%
100
691
$3.44K ﹤0.01%
25
-10
692
$3.36K ﹤0.01%
513
693
$3.35K ﹤0.01%
37
694
$3.35K ﹤0.01%
1,000
695
$3.33K ﹤0.01%
150
696
$3.32K ﹤0.01%
39
697
$3.31K ﹤0.01%
125
698
$3.3K ﹤0.01%
22
699
$3.27K ﹤0.01%
103
+1
700
$3.27K ﹤0.01%
+147
26 27
28
29 30