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
$255M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.43M
3
+$3M
4
BND icon
Vanguard Total Bond Market
BND
+$2.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.87M

Top Sells

1
+$5.7M
2
+$1.96M
3
+$1.83M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.61M
5
UNH icon
UnitedHealth
UNH
+$492K

Sector Composition

1 Financials 9.88%
2 Technology 4.73%
3 Healthcare 4.39%
4 Industrials 4.22%
5 Energy 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$67K 0.03%
8,675
252
$67K 0.03%
517
+1
253
$67K 0.03%
781
254
$66K 0.03%
1,024
+8
255
$66K 0.03%
763
-27
256
$65K 0.03%
831
257
$65K 0.03%
963
258
$62K 0.02%
1,500
259
$62K 0.02%
702
260
$61K 0.02%
1,114
261
$60K 0.02%
51
-126
262
$60K 0.02%
3,769
+55
263
$59K 0.02%
697
264
$59K 0.02%
1,230
265
$58K 0.02%
1,336
+140
266
$57K 0.02%
500
267
$57K 0.02%
22,500
268
$56K 0.02%
300
269
$56K 0.02%
656
270
$55K 0.02%
1,124
-1,499
271
$54K 0.02%
549
+30
272
$54K 0.02%
2,267
273
$52K 0.02%
4,700
274
$51K 0.02%
1,040
-2
275
$51K 0.02%
2,400
9 10
11
12 13