FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.96M
3
+$4.32M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.22M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.71M

Top Sells

1
+$7.54M
2
+$7.33M
3
+$2.75M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.71M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.62M

Sector Composition

1 Financials 8.4%
2 Industrials 5.47%
3 Technology 5.23%
4 Healthcare 4.87%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24K 0.01%
600
-305
277
$23K 0.01%
200
278
$23K 0.01%
121
279
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210
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280
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281
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219
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282
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283
$22K 0.01%
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298
285
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600
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286
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200
287
$22K 0.01%
577
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288
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289
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290
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1,336
291
$22K 0.01%
803
292
$22K 0.01%
332
293
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294
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295
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296
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298
$20K 0.01%
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299
$20K 0.01%
183
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300
$20K 0.01%
2,000
10 11
12
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