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
826
$1.09K ﹤0.01%
+99
827
$1.09K ﹤0.01%
11
828
$1.08K ﹤0.01%
99
829
$1.05K ﹤0.01%
112
830
$1.04K ﹤0.01%
+37
831
$1.03K ﹤0.01%
148
-609
832
$1.02K ﹤0.01%
+2
833
$1.02K ﹤0.01%
32
-86
834
$1.02K ﹤0.01%
37
835
$1.01K ﹤0.01%
6
836
$990 ﹤0.01%
13
837
$989 ﹤0.01%
47
838
$966 ﹤0.01%
1,600
-4,000
839
$950 ﹤0.01%
52
+1
840
$946 ﹤0.01%
23
841
$939 ﹤0.01%
31
-8
842
$917 ﹤0.01%
150
843
$913 ﹤0.01%
6
844
$912 ﹤0.01%
175
845
$911 ﹤0.01%
+18
846
$900 ﹤0.01%
10
847
$895 ﹤0.01%
8
-450
848
$886 ﹤0.01%
5
849
$884 ﹤0.01%
14
850
$875 ﹤0.01%
28
32 33
34
35 36