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
$608M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.78M
3
+$2.91M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.88M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.25M

Top Sells

1
+$9.09M
2
+$8.62M
3
+$2.95M
4
VTV icon
Vanguard Value ETF
VTV
+$1.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M

Sector Composition

1 Technology 5.95%
2 Financials 4.11%
3 Communication Services 2.87%
4 Consumer Discretionary 2.33%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$85.5K 0.01%
380
227
$85.3K 0.01%
775
-138
228
$85.1K 0.01%
2,092
+6
229
$85K 0.01%
7,849
-18
230
$84.8K 0.01%
2,362
+354
231
$84.8K 0.01%
1,259
232
$84.6K 0.01%
700
233
$84.3K 0.01%
2,060
234
$83.2K 0.01%
2,100
235
$82.3K 0.01%
709
+178
236
$82.2K 0.01%
3,693
237
$81.4K 0.01%
511
238
$81.1K 0.01%
400
239
$80.6K 0.01%
1,715
+20
240
$80.6K 0.01%
+6,800
241
$80.5K 0.01%
10,000
242
$80.4K 0.01%
556
243
$80.3K 0.01%
929
+9
244
$80.1K 0.01%
+562
245
$79.9K 0.01%
+1,200
246
$79.3K 0.01%
2,031
247
$78.4K 0.01%
3,090
-6
248
$78.3K 0.01%
676
249
$78.1K 0.01%
+175
250
$77.5K 0.01%
1,528
-172
8 9
10
11 12