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
726
$2.48K ﹤0.01%
52
-15
727
$2.47K ﹤0.01%
246
+6
728
$2.46K ﹤0.01%
93
729
$2.42K ﹤0.01%
+53
730
$2.42K ﹤0.01%
221
731
$2.41K ﹤0.01%
58
732
$2.4K ﹤0.01%
37
-67
733
$2.34K ﹤0.01%
14
+10
734
$2.3K ﹤0.01%
+100
735
$2.27K ﹤0.01%
61
736
$2.25K ﹤0.01%
8
737
$2.22K ﹤0.01%
15
738
$2.1K ﹤0.01%
87
739
$2.06K ﹤0.01%
181
740
$2.04K ﹤0.01%
5
741
$2.01K ﹤0.01%
50
742
$2K ﹤0.01%
101
-100
743
$1.99K ﹤0.01%
83
744
$1.98K ﹤0.01%
111
745
$1.97K ﹤0.01%
19
-2
746
$1.97K ﹤0.01%
116
747
$1.96K ﹤0.01%
142
-1,023
748
$1.94K ﹤0.01%
45
749
$1.93K ﹤0.01%
48
750
$1.93K ﹤0.01%
63
28 29
30
31 32