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
$476M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$4.59M
3
+$3.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.06M

Top Sells

1
+$20.5M
2
+$13.9M
3
+$6.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.17M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.82M

Sector Composition

1 Technology 4.88%
2 Financials 3.73%
3 Consumer Discretionary 3.07%
4 Communication Services 2.23%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$60K 0.01%
507
-100
252
$59K 0.01%
900
+800
253
$59K 0.01%
2,200
-300
254
$59K 0.01%
544
255
$59K 0.01%
+1,300
256
$58K 0.01%
1,433
-17
257
$58K 0.01%
2,505
+2,200
258
$57K 0.01%
318
+2
259
$55K 0.01%
1,425
+6
260
$55K 0.01%
1,281
261
$55K 0.01%
1,201
262
$54K 0.01%
529
+1
263
$53K 0.01%
1,100
264
$53K 0.01%
2,057
+6
265
$53K 0.01%
+4,800
266
$53K 0.01%
2,141
267
$53K 0.01%
4,524
268
$53K 0.01%
773
-86
269
$52K 0.01%
700
270
$52K 0.01%
11,085
-620
271
$52K 0.01%
+2,400
272
$52K 0.01%
4,400
-600
273
$52K 0.01%
924
274
$51K 0.01%
1,435
+5
275
$51K 0.01%
5,590
9 10
11
12 13