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
$160M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.71M
3
+$2.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.25M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$274K
4
GE icon
GE Aerospace
GE
+$197K
5
AIG icon
American International
AIG
+$155K

Sector Composition

1 Financials 9.77%
2 Industrials 6.51%
3 Technology 4.8%
4 Healthcare 4.53%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$32K 0.02%
395
252
$32K 0.02%
425
253
$32K 0.02%
125
254
$31K 0.02%
815
255
$31K 0.02%
156
256
$31K 0.02%
466
257
$31K 0.02%
89,891
258
$30K 0.02%
720
-100
259
$30K 0.02%
2,382
260
$30K 0.02%
600
-1,900
261
$29K 0.02%
141
-25
262
$29K 0.02%
400
263
$29K 0.02%
318
+1
264
$29K 0.02%
350
-519
265
$29K 0.02%
300
+100
266
$29K 0.02%
1,136
267
$29K 0.02%
560
-274
268
$28K 0.02%
503
269
$28K 0.02%
498
270
$27K 0.02%
1,421
+1,040
271
$27K 0.02%
514
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272
$27K 0.02%
1,173
-134
273
$27K 0.02%
317
274
$27K 0.02%
1,623
275
$26K 0.02%
690
9 10
11
12 13