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
$161M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$986K
3
+$963K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$784K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$663K

Top Sells

1
+$1.99M
2
+$670K
3
+$456K
4
AIG icon
American International
AIG
+$251K
5
WMT icon
Walmart
WMT
+$238K

Sector Composition

1 Financials 9.62%
2 Industrials 6.22%
3 Technology 4.79%
4 Healthcare 4.16%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$32K 0.02%
833
+501
252
$32K 0.02%
353
253
$32K 0.02%
407
254
$31K 0.02%
200
255
$31K 0.02%
506
-63
256
$31K 0.02%
425
257
$30K 0.02%
377
258
$30K 0.02%
722
-4,485
259
$30K 0.02%
2,910
+2,204
260
$30K 0.02%
1,042
261
$30K 0.02%
600
262
$29K 0.02%
319
+1
263
$29K 0.02%
514
264
$29K 0.02%
350
265
$29K 0.02%
1,136
266
$28K 0.02%
+400
267
$28K 0.02%
503
268
$28K 0.02%
400
269
$28K 0.02%
300
270
$28K 0.02%
+516
271
$28K 0.02%
+16,978
272
$27K 0.02%
625
-510
273
$27K 0.02%
+1,498
274
$27K 0.02%
400
-200
275
$27K 0.02%
1,800
9 10
11
12 13