FWM
Focused Wealth Management Portfolio holdings
AUM
$819M
1-Year Return
16.9%
This Quarter Return
+4%
1 Year Return
+16.9%
3 Year Return
+58.23%
5 Year Return
+83.58%
10 Year Return
+159.12%
AUM
$237M
AUM Growth
+$9.18M
(+4%)
Cap. Flow
+$3.9M
Cap. Flow
% of AUM
1.65%
Top 10 Holdings %
Top 10 Hldgs %
45.37%
Holding
776
New
65
Increased
162
Reduced
125
Closed
42
Top Buys
| 1 |
SPDR Euro Stoxx 50 ETF
FEZ
|
+$6.9M |
| 2 |
iShares MSCI United Kingdom ETF
EWU
|
+$6.29M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.39M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
+$952K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$605K |
Top Sells
| 1 |
Vanguard FTSE Europe ETF
VGK
|
+$9.87M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.84M |
| 3 |
WisdomTree India Earnings Fund ETF
EPI
|
+$1.44M |
| 4 |
Vanguard Total Bond Market
BND
|
+$997K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$629K |
Sector Composition
| 1 | Financials | 10.64% |
| 2 | Industrials | 5.14% |
| 3 | Technology | 5% |
| 4 | Healthcare | 4.71% |
| 5 | Energy | 3.84% |
