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
$608M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.78M
3
+$2.91M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.88M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.25M

Top Sells

1
+$9.09M
2
+$8.62M
3
+$2.95M
4
VTV icon
Vanguard Value ETF
VTV
+$1.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M

Sector Composition

1 Technology 5.95%
2 Financials 4.11%
3 Communication Services 2.87%
4 Consumer Discretionary 2.33%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$77.2K 0.01%
1,761
+476
252
$76.6K 0.01%
+387
253
$75.7K 0.01%
1,455
+7
254
$75.5K 0.01%
898
-97
255
$75.3K 0.01%
+868
256
$75.2K 0.01%
544
257
$73.3K 0.01%
1,852
258
$73.1K 0.01%
1,201
259
$71.9K 0.01%
863
-100
260
$71.5K 0.01%
13,220
261
$71.4K 0.01%
11,914
+11,003
262
$70.3K 0.01%
519
-158
263
$70.1K 0.01%
+1,250
264
$70K 0.01%
243
+40
265
$69.8K 0.01%
848
-810
266
$69K 0.01%
1,024
267
$68.4K 0.01%
+600
268
$68.1K 0.01%
85
+1
269
$67.9K 0.01%
1,050
-50
270
$66.4K 0.01%
2,140
271
$65.4K 0.01%
1,200
272
$64.4K 0.01%
+860
273
$63.8K 0.01%
+700
274
$63.7K 0.01%
3,889
275
$63.7K 0.01%
2,300
+2,200
9 10
11
12 13