FWM
Focused Wealth Management Portfolio holdings
AUM
$819M
1-Year Return
16.9%
This Quarter Return
+5.94%
1 Year Return
+16.9%
3 Year Return
+58.23%
5 Year Return
+83.58%
10 Year Return
+159.12%
AUM
$605M
AUM Growth
+$43.5M
(+7.8%)
Cap. Flow
+$12.8M
Cap. Flow
% of AUM
2.11%
Top 10 Holdings %
Top 10 Hldgs %
58.6%
Holding
989
New
82
Increased
295
Reduced
122
Closed
43
Top Buys
| 1 |
VanEck High Yield Muni ETF
HYD
|
$14.3M |
| 2 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$4.28M |
| 3 |
Vanguard Value ETF
VTV
|
$3.67M |
| 4 |
BlackRock New York Municipal Income Trust
BNY
|
$2.37M |
| 5 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$2.27M |
Top Sells
Sector Composition
| 1 | Technology | 4.82% |
| 2 | Financials | 4.43% |
| 3 | Consumer Discretionary | 3.03% |
| 4 | Healthcare | 2.5% |
| 5 | Industrials | 2.29% |
