FWM
Focused Wealth Management Portfolio holdings
AUM
$942M
1-Year Est. Return
18.89%
This Fund
S&P 500
1 Year Est. Return
+18.89%
AUM
$924M
AUM Growth
+$105M
(+13%)
Holding
207
Top Buys
| 1 | +$23.3M | |
| 2 | +$6.02M | |
| 3 | +$5.79M | |
| 4 |
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
|
+$4.2M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$3.79M |
Top Sells
| 1 | +$4.21M | |
| 2 | +$3.53M | |
| 3 | +$2.24M | |
| 4 |
Vistra
VST
|
+$1.53M |
| 5 |
Intel
INTC
|
+$1.16M |
Sector Composition
| 1 | Technology | 6.39% |
| 2 | Financials | 3.82% |
| 3 | Communication Services | 2.99% |
| 4 | Consumer Discretionary | 2.2% |
| 5 | Industrials | 1.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Qualcomm
QCOM
$162B
| – | – |
-659
|
|
||
202
SoFi Technologies
SOFI
$28.8B
| – | – |
-14,899
|
|
||
203
Stratasys
SSYS
$914M
| – | – |
0
|
|
||
204
Toast
TOST
$18.3B
| – | – |
-6,221
|
|
||
|
205
Vistra
VST
$53.7B
| – | – |
-7,909
|
|
||
206
Williams Companies
WMB
$82.1B
| – | – |
0
|
|
||
207
Yum! Brands
YUM
$43.2B
| – | – |
0
|
|