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
$476M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$4.59M
3
+$3.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.06M

Top Sells

1
+$20.5M
2
+$13.9M
3
+$6.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.17M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.82M

Sector Composition

1 Technology 4.88%
2 Financials 3.73%
3 Consumer Discretionary 3.07%
4 Communication Services 2.23%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$68K 0.01%
646
-1,586
227
$68K 0.01%
1,210
-50
228
$67K 0.01%
802
+1
229
$67K 0.01%
+750
230
$67K 0.01%
7,813
+87
231
$66K 0.01%
1,196
+1
232
$66K 0.01%
1,482
233
$66K 0.01%
+1,150
234
$66K 0.01%
623
+3
235
$65K 0.01%
380
236
$65K 0.01%
+400
237
$65K 0.01%
+750
238
$64K 0.01%
2,042
239
$64K 0.01%
499
240
$64K 0.01%
25,900
+6,700
241
$63K 0.01%
2,833
-385
242
$63K 0.01%
+900
243
$63K 0.01%
2,330
244
$63K 0.01%
964
+38
245
$62K 0.01%
203
246
$61K 0.01%
1,586
247
$61K 0.01%
790
248
$61K 0.01%
+5,020
249
$61K 0.01%
963
+10
250
$60K 0.01%
+1,200
8 9
10
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