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
$160M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.71M
3
+$2.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.25M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$274K
4
GE icon
GE Aerospace
GE
+$197K
5
AIG icon
American International
AIG
+$155K

Sector Composition

1 Financials 9.77%
2 Industrials 6.51%
3 Technology 4.8%
4 Healthcare 4.53%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K 0.02%
1,270
+233
227
$40K 0.02%
1,007
228
$40K 0.02%
2,500
229
$39K 0.02%
2,400
230
$38K 0.02%
941
-100
231
$38K 0.02%
300
232
$38K 0.02%
+1,000
233
$37K 0.02%
1,187
+4
234
$36K 0.02%
260
235
$36K 0.02%
1,225
+1
236
$36K 0.02%
312
237
$36K 0.02%
986
+300
238
$35K 0.02%
569
-104
239
$35K 0.02%
+1,100
240
$34K 0.02%
3,005
-3,850
241
$34K 0.02%
426
242
$34K 0.02%
353
-19
243
$34K 0.02%
407
244
$33K 0.02%
1,042
245
$33K 0.02%
1,461
246
$33K 0.02%
350
247
$33K 0.02%
600
248
$33K 0.02%
3,283
249
$32K 0.02%
377
+117
250
$32K 0.02%
200
8 9
10
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