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
$423M
AUM Growth
+$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$38.5M
2
+$7.61M
3
+$4.6M
4
VDE icon
Vanguard Energy ETF
VDE
+$4.3M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.09M

Top Sells

1
+$34.6M
2
+$5.97M
3
+$3.26M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.64M
5
T icon
AT&T
T
+$1.08M

Sector Composition

1 Financials 5.63%
2 Technology 4.53%
3 Healthcare 2.51%
4 Industrials 2.27%
5 Communication Services 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$200K 0.05%
2,415
-150
152
$199K 0.05%
1,771
+1,707
153
$195K 0.05%
3,622
154
$195K 0.05%
2,300
155
$194K 0.05%
1,702
156
$193K 0.05%
4,837
+75
157
$193K 0.05%
1,255
158
$192K 0.05%
5,252
+459
159
$192K 0.05%
6,600
-100
160
$190K 0.04%
20,458
-1,151
161
$188K 0.04%
2,600
162
$183K 0.04%
3,589
163
$183K 0.04%
4,050
+800
164
$183K 0.04%
378
165
$178K 0.04%
2,842
+1,648
166
$178K 0.04%
10,823
-198,395
167
$176K 0.04%
29,880
+1,400
168
$175K 0.04%
3,638
+198
169
$174K 0.04%
8,436
170
$172K 0.04%
2,272
171
$170K 0.04%
+1,500
172
$169K 0.04%
825
+100
173
$169K 0.04%
3,349
174
$167K 0.04%
12,267
+11,800
175
$166K 0.04%
+3,350
5 6
7
8 9