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
751
$1.92K ﹤0.01%
25
752
$1.91K ﹤0.01%
12
+7
753
$1.88K ﹤0.01%
86
754
$1.87K ﹤0.01%
104
+1
755
$1.86K ﹤0.01%
13
756
$1.8K ﹤0.01%
159
757
$1.8K ﹤0.01%
40
758
$1.76K ﹤0.01%
33
759
$1.75K ﹤0.01%
74
+49
760
$1.73K ﹤0.01%
127
761
$1.72K ﹤0.01%
7
762
$1.72K ﹤0.01%
60
763
$1.7K ﹤0.01%
84
764
$1.7K ﹤0.01%
124
765
$1.69K ﹤0.01%
58
766
$1.66K ﹤0.01%
40
767
$1.65K ﹤0.01%
51
768
$1.65K ﹤0.01%
132
769
$1.65K ﹤0.01%
43
+17
770
$1.63K ﹤0.01%
71
-39
771
$1.6K ﹤0.01%
35
+6
772
$1.59K ﹤0.01%
+93
773
$1.58K ﹤0.01%
68
774
$1.57K ﹤0.01%
15
775
$1.56K ﹤0.01%
75
+25
29 30
31
32 33