FWM
Focused Wealth Management Portfolio holdings
AUM
$819M
1-Year Return
16.9%
This Quarter Return
+4.44%
1 Year Return
+16.9%
3 Year Return
+58.23%
5 Year Return
+83.58%
10 Year Return
+159.12%
AUM
$562M
AUM Growth
+$48.7M
(+9.5%)
Cap. Flow
+$30.1M
Cap. Flow
% of AUM
5.37%
Top 10 Holdings %
Top 10 Hldgs %
59.21%
Holding
955
New
107
Increased
273
Reduced
120
Closed
53
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$6.47M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$5.43M |
| 3 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$4.07M |
| 4 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$3.65M |
| 5 |
Vanguard Value ETF
VTV
|
$3.18M |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$862K |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$660K |
| 3 |
CLDR
Cloudera, Inc.
CLDR
|
$605K |
| 4 |
SPDR S&P Biotech ETF
XBI
|
$538K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$461K |
Sector Composition
| 1 | Technology | 4.7% |
| 2 | Financials | 4.27% |
| 3 | Consumer Discretionary | 2.77% |
| 4 | Healthcare | 2.63% |
| 5 | Industrials | 2.33% |
