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
801
$1.27K ﹤0.01%
104
+100
802
$1.26K ﹤0.01%
7
803
$1.25K ﹤0.01%
17
804
$1.25K ﹤0.01%
35
805
$1.25K ﹤0.01%
100
806
$1.24K ﹤0.01%
+40
807
$1.21K ﹤0.01%
77
808
$1.19K ﹤0.01%
150
-115
809
$1.19K ﹤0.01%
19
810
$1.19K ﹤0.01%
+250
811
$1.17K ﹤0.01%
167
812
$1.17K ﹤0.01%
3
+1
813
$1.16K ﹤0.01%
14
814
$1.16K ﹤0.01%
125
815
$1.16K ﹤0.01%
108
+5
816
$1.15K ﹤0.01%
17
-255
817
$1.15K ﹤0.01%
300
818
$1.14K ﹤0.01%
350
819
$1.14K ﹤0.01%
100
820
$1.14K ﹤0.01%
4
821
$1.13K ﹤0.01%
200
822
$1.12K ﹤0.01%
52
823
$1.12K ﹤0.01%
167
+1
824
$1.11K ﹤0.01%
37
825
$1.1K ﹤0.01%
23
+13
31 32
33
34 35