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
$255M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.43M
3
+$3M
4
BND icon
Vanguard Total Bond Market
BND
+$2.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.87M

Top Sells

1
+$5.7M
2
+$1.96M
3
+$1.83M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.61M
5
UNH icon
UnitedHealth
UNH
+$492K

Sector Composition

1 Financials 9.88%
2 Technology 4.73%
3 Healthcare 4.39%
4 Industrials 4.22%
5 Energy 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$51K 0.02%
2,068
277
$50K 0.02%
445
278
$50K 0.02%
300
279
$49K 0.02%
1,400
280
$49K 0.02%
924
281
$49K 0.02%
549
+2
282
$49K 0.02%
+500
283
$48K 0.02%
577
284
$47K 0.02%
1,521
+2
285
$47K 0.02%
260
286
$47K 0.02%
640
+1
287
$47K 0.02%
712
288
$46K 0.02%
733
+2
289
$46K 0.02%
279
-2,984
290
$46K 0.02%
664
+1
291
$45K 0.02%
729
292
$44K 0.02%
+852
293
$44K 0.02%
1,243
+1
294
$44K 0.02%
1,208
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295
$43K 0.02%
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296
$43K 0.02%
831
297
$43K 0.02%
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298
$43K 0.02%
427
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299
$42K 0.02%
1,402
+683
300
$42K 0.02%
1,114
+6
10 11
12
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