FWM
Focused Wealth Management Portfolio holdings
AUM
$924M
1-Year Est. Return
19.03%
1 Year Est. Return
+19.03%
AUM
$819M
AUM Growth
+$84.2M
(+11%)
Holding
201
Top Buys
| 1 | +$17.8M | |
| 2 | +$10.8M | |
| 3 | +$4.77M | |
| 4 |
Vanguard S&P 500 Growth ETF
VOOG
|
+$3.07M |
| 5 |
Fidelity Nasdaq Composite Index ETF
ONEQ
|
+$2.61M |
Top Sells
| 1 | +$10M | |
| 2 | +$8.73M | |
| 3 | +$7.6M | |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$5.11M |
| 5 |
Vanguard Value ETF
VTV
|
+$642K |
Sector Composition
| 1 | Technology | 6.31% |
| 2 | Financials | 4.1% |
| 3 | Communication Services | 2.96% |
| 4 | Consumer Discretionary | 2.08% |
| 5 | Industrials | 1.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Airbnb
ABNB
$74B
| – | – |
-426
|
|