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
$218M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.19M
3
+$2.98M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.41M

Top Sells

1
+$2.03M
2
+$1.08M
3
+$747K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$483K
5
DHI icon
D.R. Horton
DHI
+$275K

Sector Composition

1 Financials 8.6%
2 Industrials 5.44%
3 Technology 5.07%
4 Healthcare 4.74%
5 Energy 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$43K 0.02%
260
277
$42K 0.02%
2,887
278
$41K 0.02%
2,597
279
$41K 0.02%
543
-25
280
$41K 0.02%
480
281
$41K 0.02%
34
282
$40K 0.02%
2,400
283
$39K 0.02%
1,102
+6
284
$38K 0.02%
1,225
+9
285
$38K 0.02%
1,600
286
$38K 0.02%
637
-99
287
$38K 0.02%
819
-28
288
$37K 0.02%
831
289
$36K 0.02%
966
290
$35K 0.02%
348
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291
$35K 0.02%
4,434
292
$34K 0.02%
408
293
$34K 0.02%
620
-390
294
$33K 0.02%
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295
$33K 0.02%
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296
$33K 0.02%
307
+2
297
$32K 0.01%
903
+2
298
$32K 0.01%
396
+1
299
$31K 0.01%
1,917
300
$31K 0.01%
300
10 11
12
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