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
$255M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.43M
3
+$3M
4
BND icon
Vanguard Total Bond Market
BND
+$2.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.87M

Top Sells

1
+$5.7M
2
+$1.96M
3
+$1.83M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.61M
5
UNH icon
UnitedHealth
UNH
+$492K

Sector Composition

1 Financials 9.88%
2 Technology 4.73%
3 Healthcare 4.39%
4 Industrials 4.22%
5 Energy 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$88K 0.03%
2,744
+16
227
$86K 0.03%
900
-2,000
228
$86K 0.03%
1,730
+551
229
$85K 0.03%
3,186
230
$85K 0.03%
2,750
-200
231
$83K 0.03%
309
232
$83K 0.03%
15,335
-1,957
233
$82K 0.03%
1,506
+2
234
$82K 0.03%
11,995
+330
235
$81K 0.03%
2,775
236
$80K 0.03%
+5,500
237
$79K 0.03%
959
+9
238
$76K 0.03%
1,487
+1
239
$76K 0.03%
1,500
240
$74K 0.03%
1,117
-112
241
$72K 0.03%
1,000
-1,100
242
$72K 0.03%
900
243
$71K 0.03%
3,508
+3,392
244
$71K 0.03%
886
+1
245
$70K 0.03%
600
246
$70K 0.03%
717
+241
247
$70K 0.03%
7,030
+13
248
$69K 0.03%
1,557
-221
249
$69K 0.03%
570
+2
250
$68K 0.03%
1,504
+904
8 9
10
11 12