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
$161M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$986K
3
+$963K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$784K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$663K

Top Sells

1
+$1.99M
2
+$670K
3
+$456K
4
AIG icon
American International
AIG
+$251K
5
WMT icon
Walmart
WMT
+$238K

Sector Composition

1 Financials 9.62%
2 Industrials 6.22%
3 Technology 4.79%
4 Healthcare 4.16%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42K 0.03%
+869
227
$42K 0.03%
300
228
$41K 0.03%
1,144
229
$41K 0.03%
+1,500
230
$41K 0.03%
3,283
231
$40K 0.02%
100
232
$40K 0.02%
7,370
+6,420
233
$40K 0.02%
924
234
$39K 0.02%
381
+125
235
$39K 0.02%
2,400
236
$38K 0.02%
1,129
-130
237
$38K 0.02%
563
238
$38K 0.02%
1,461
239
$38K 0.02%
10,750
-2,613
240
$37K 0.02%
941
241
$37K 0.02%
1,170
+370
242
$36K 0.02%
260
243
$36K 0.02%
1,195
+8
244
$35K 0.02%
1,183
-87
245
$34K 0.02%
831
-200
246
$34K 0.02%
1,227
+2
247
$34K 0.02%
300
248
$33K 0.02%
350
249
$32K 0.02%
3,005
250
$32K 0.02%
426
8 9
10
11 12