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
926
$417 ﹤0.01%
+19
927
$416 ﹤0.01%
2,550
928
$412 ﹤0.01%
+9
929
$397 ﹤0.01%
+9
930
$395 ﹤0.01%
17
931
$394 ﹤0.01%
+2
932
$392 ﹤0.01%
5
-8
933
$390 ﹤0.01%
6
934
$387 ﹤0.01%
70
935
$383 ﹤0.01%
5
936
$379 ﹤0.01%
+1
937
$379 ﹤0.01%
10
938
$377 ﹤0.01%
4
-1
939
$348 ﹤0.01%
3
940
$346 ﹤0.01%
9
941
$346 ﹤0.01%
7
-31
942
$345 ﹤0.01%
20
943
$342 ﹤0.01%
+7
944
$331 ﹤0.01%
4
945
$330 ﹤0.01%
+13
946
$328 ﹤0.01%
8
-35
947
$328 ﹤0.01%
+1
948
$321 ﹤0.01%
100
949
$321 ﹤0.01%
7
950
$308 ﹤0.01%
15
36 37
38
39 40