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
776
$1.5K ﹤0.01%
22
777
$1.47K ﹤0.01%
74
778
$1.45K ﹤0.01%
51
+1
779
$1.45K ﹤0.01%
62
780
$1.44K ﹤0.01%
310
+280
781
$1.43K ﹤0.01%
18
782
$1.4K ﹤0.01%
14
783
$1.4K ﹤0.01%
100
784
$1.38K ﹤0.01%
10
-31
785
$1.38K ﹤0.01%
100
-100
786
$1.38K ﹤0.01%
26
787
$1.37K ﹤0.01%
9
-2,140
788
$1.37K ﹤0.01%
188
789
$1.37K ﹤0.01%
170
790
$1.37K ﹤0.01%
4
791
$1.36K ﹤0.01%
55
792
$1.36K ﹤0.01%
+34
793
$1.36K ﹤0.01%
50
794
$1.35K ﹤0.01%
4
795
$1.33K ﹤0.01%
104
+2
796
$1.32K ﹤0.01%
50
797
$1.32K ﹤0.01%
200
798
$1.3K ﹤0.01%
17
+1
799
$1.29K ﹤0.01%
197
800
$1.28K ﹤0.01%
14
30 31
32
33 34