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
$218M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.19M
3
+$2.98M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.41M

Top Sells

1
+$2.03M
2
+$1.08M
3
+$747K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$483K
5
DHI icon
D.R. Horton
DHI
+$275K

Sector Composition

1 Financials 8.6%
2 Industrials 5.44%
3 Technology 5.07%
4 Healthcare 4.74%
5 Energy 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$71K 0.03%
790
227
$71K 0.03%
6,988
+15
228
$70K 0.03%
700
229
$70K 0.03%
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230
$69K 0.03%
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231
$69K 0.03%
+1,600
232
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233
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234
$68K 0.03%
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235
$67K 0.03%
963
236
$67K 0.03%
600
237
$67K 0.03%
4,865
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238
$66K 0.03%
6,000
239
$66K 0.03%
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240
$66K 0.03%
22,193
+7,112
241
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565
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242
$63K 0.03%
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243
$63K 0.03%
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244
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245
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3,283
246
$59K 0.03%
800
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247
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625
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248
$58K 0.03%
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249
$57K 0.03%
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250
$56K 0.03%
22,500
8 9
10
11 12