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
$218M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.19M
3
+$2.98M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.41M

Top Sells

1
+$2.03M
2
+$1.08M
3
+$747K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$483K
5
DHI icon
D.R. Horton
DHI
+$275K

Sector Composition

1 Financials 8.6%
2 Industrials 5.44%
3 Technology 5.07%
4 Healthcare 4.74%
5 Energy 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$55K 0.03%
8,675
-7,750
252
$54K 0.02%
3,581
+160
253
$54K 0.02%
712
-75
254
$53K 0.02%
457
-439
255
$52K 0.02%
762
+1
256
$52K 0.02%
3,210
+407
257
$51K 0.02%
602
+176
258
$50K 0.02%
537
-50
259
$50K 0.02%
835
260
$49K 0.02%
569
-133
261
$48K 0.02%
2,697
262
$47K 0.02%
577
263
$46K 0.02%
1,519
264
$46K 0.02%
2,700
265
$46K 0.02%
1,190
+4
266
$46K 0.02%
924
267
$46K 0.02%
444
-8
268
$45K 0.02%
181
269
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800
271
$45K 0.02%
300
272
$45K 0.02%
1,170
+13
273
$44K 0.02%
325
274
$44K 0.02%
300
275
$43K 0.02%
50
9 10
11
12 13