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
$741M
AUM Growth
-$5.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$2.43M
3
+$1.73M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.25M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.12M

Top Sells

1
+$9.8M
2
+$4.04M
3
+$3.83M
4
NDAQ icon
Nasdaq
NDAQ
+$3.55M
5
WAB icon
Wabtec
WAB
+$3.55M

Sector Composition

1 Technology 6.1%
2 Financials 4.09%
3 Communication Services 2.85%
4 Consumer Discretionary 2.34%
5 Industrials 1.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.17%
2,160
-40
52
$1.23M 0.17%
4,837
-213
53
$1.14M 0.15%
5,523
+216
54
$1.13M 0.15%
11,090
+7
55
$1.12M 0.15%
110,393
-8,090
56
$1.12M 0.15%
9,569
+16
57
$1.08M 0.15%
8,389
+1
58
$1.03M 0.14%
2,515
-30
59
$1.02M 0.14%
5,751
-490
60
$1.01M 0.14%
97,261
+16,482
61
$962K 0.13%
60,861
+7,187
62
$865K 0.12%
11,431
-19
63
$848K 0.11%
2,578
-63
64
$764K 0.1%
32,753
+142
65
$749K 0.1%
5,446
-71,236
66
$748K 0.1%
7,520
+128
67
$746K 0.1%
4,588
-1,154
68
$705K 0.1%
7,910
+10
69
$695K 0.09%
20,175
-575
70
$680K 0.09%
6,398
-875
71
$673K 0.09%
23,681
-108
72
$671K 0.09%
9,357
+30
73
$667K 0.09%
1,994
+28
74
$660K 0.09%
3,959
+1
75
$645K 0.09%
21,163
+243
1 2
3
4 5