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
$228M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$463K
3
+$441K
4
SLB icon
SLB Ltd
SLB
+$413K
5
BND icon
Vanguard Total Bond Market
BND
+$354K

Top Sells

1
+$471K
2
+$326K
3
+$305K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$222K
5
NVDA icon
NVIDIA
NVDA
+$185K

Sector Composition

1 Financials 8.73%
2 Technology 5.28%
3 Industrials 5.14%
4 Healthcare 4.61%
5 Energy 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$47K 0.02%
577
277
$47K 0.02%
1,040
-2
278
$47K 0.02%
662
-100
279
$46K 0.02%
260
280
$45K 0.02%
2,700
281
$45K 0.02%
+700
282
$45K 0.02%
1,934
283
$45K 0.02%
300
284
$45K 0.02%
445
+1
285
$44K 0.02%
1,102
286
$44K 0.02%
2,887
287
$44K 0.02%
325
288
$44K 0.02%
1,182
+12
289
$43K 0.02%
450
-30
290
$43K 0.02%
416
+68
291
$43K 0.02%
545
+2
292
$43K 0.02%
2,400
293
$43K 0.02%
+1,540
294
$42K 0.02%
250
+50
295
$42K 0.02%
34
296
$42K 0.02%
638
+1
297
$40K 0.02%
382
+82
298
$40K 0.02%
2,597
299
$39K 0.02%
831
300
$39K 0.02%
1,600
10 11
12
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