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
701
$3.25K ﹤0.01%
110
+1
702
$3.23K ﹤0.01%
62
703
$3.21K ﹤0.01%
14
704
$3.19K ﹤0.01%
200
705
$3.19K ﹤0.01%
277
+8
706
$3.13K ﹤0.01%
25
+5
707
$3.11K ﹤0.01%
161
+1
708
$3.11K ﹤0.01%
+55
709
$3.1K ﹤0.01%
58
710
$3.08K ﹤0.01%
51
711
$3.06K ﹤0.01%
91
+2
712
$3.04K ﹤0.01%
86
-6
713
$3.02K ﹤0.01%
46
714
$3.01K ﹤0.01%
20
715
$2.94K ﹤0.01%
416
+12
716
$2.92K ﹤0.01%
+40
717
$2.91K ﹤0.01%
675
718
$2.9K ﹤0.01%
100
719
$2.73K ﹤0.01%
82
+2
720
$2.72K ﹤0.01%
58
721
$2.62K ﹤0.01%
213
-15
722
$2.62K ﹤0.01%
174
723
$2.51K ﹤0.01%
26
724
$2.51K ﹤0.01%
107
725
$2.5K ﹤0.01%
+46
27 28
29
30 31