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
951
$308 ﹤0.01%
3
952
$299 ﹤0.01%
14
953
$295 ﹤0.01%
800
954
$292 ﹤0.01%
+4
955
$289 ﹤0.01%
1
-3
956
$288 ﹤0.01%
14
957
$288 ﹤0.01%
5
+3
958
$285 ﹤0.01%
6
959
$280 ﹤0.01%
+14
960
$275 ﹤0.01%
90
961
$272 ﹤0.01%
130
962
$272 ﹤0.01%
+6
963
$265 ﹤0.01%
+25
964
$264 ﹤0.01%
20
965
$251 ﹤0.01%
54
966
$251 ﹤0.01%
28
-795
967
$249 ﹤0.01%
20
-5,000
968
– –
0
969
$237 ﹤0.01%
+48
970
$230 ﹤0.01%
31
971
$217 ﹤0.01%
33
+20
972
$214 ﹤0.01%
4
973
$213 ﹤0.01%
11
974
$209 ﹤0.01%
31
975
$206 ﹤0.01%
8
37 38
39
40 41