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
$118M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.21M
3
+$972K
4
IDV icon
iShares International Select Dividend ETF
IDV
+$880K
5
CSCO icon
Cisco
CSCO
+$777K

Top Sells

1
+$860K
2
+$573K
3
+$359K
4
FSYS
FUEL SYSTEMS SOLUTIONS INC COM STK
FSYS
+$277K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$264K

Sector Composition

1 Financials 6.81%
2 Technology 6.61%
3 Industrials 5.81%
4 Healthcare 3.96%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$26K 0.02%
802
252
$26K 0.02%
820
253
$26K 0.02%
+745
254
$26K 0.02%
2,155
255
$26K 0.02%
5,936
+2,657
256
$25K 0.02%
351
257
$25K 0.02%
600
-175
258
$25K 0.02%
1,917
259
$25K 0.02%
+88
260
$24K 0.02%
800
261
$24K 0.02%
+300
262
$24K 0.02%
+1,000
263
$24K 0.02%
166
264
$24K 0.02%
377
265
$23K 0.02%
132
+82
266
$23K 0.02%
1,199
+14
267
$23K 0.02%
508
+1
268
$23K 0.02%
341
+3
269
$23K 0.02%
628
+1
270
$22K 0.02%
249
+2
271
$22K 0.02%
130
272
$22K 0.02%
584
-396
273
$22K 0.02%
241
+28
274
$22K 0.02%
2,348
275
$22K 0.02%
331
+77
9 10
11
12 13