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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$5.31M
3
+$5.07M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$5.03M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 4.62%
3 Industrials 4.34%
4 Healthcare 3.96%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$19K 0.02%
+429
277
$19K 0.02%
+400
278
$19K 0.02%
+741
279
$19K 0.02%
+170
280
$19K 0.02%
+530
281
$19K 0.02%
+220
282
$19K 0.02%
+10,750
283
$19K 0.02%
+2,675
284
$18K 0.02%
+604
285
$18K 0.02%
+300
286
$18K 0.02%
+975
287
$18K 0.02%
+507
288
$18K 0.02%
+572
289
$18K 0.02%
+300
290
$18K 0.02%
+259
291
$18K 0.02%
+334
292
$18K 0.02%
+1,295
293
$18K 0.02%
+75
294
$17K 0.02%
+169
295
$17K 0.02%
+323
296
$17K 0.02%
+372
297
$17K 0.02%
+200
298
$17K 0.02%
+1,115
299
$17K 0.02%
+213
300
$17K 0.02%
+154
10 11
12
13 14