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
$293M
AUM Growth
-$790K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$8.79M
3
+$4.54M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$3.41M
5
FTXN icon
First Trust Nasdaq Oil & Gas ETF
FTXN
+$3M

Top Sells

1
+$8.66M
2
+$8.12M
3
+$2.45M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$2.07M
5
PJP icon
Invesco Pharmaceuticals ETF
PJP
+$2.04M

Sector Composition

1 Financials 4.38%
2 Healthcare 4.04%
3 Technology 3.43%
4 Industrials 2.97%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$63K 0.02%
+700
277
$63K 0.02%
3,586
-200
278
$63K 0.02%
763
279
$63K 0.02%
780
-20
280
$62K 0.02%
405
281
$62K 0.02%
4
282
$61K 0.02%
+1,439
283
$61K 0.02%
1,114
284
$60K 0.02%
709
+12
285
$59K 0.02%
1,040
+620
286
$59K 0.02%
4,400
+3,700
287
$57K 0.02%
3,867
+16
288
$57K 0.02%
1,662
+39
289
$56K 0.02%
2,267
290
$56K 0.02%
2,400
291
$55K 0.02%
1,673
+19
292
$55K 0.02%
972
+150
293
$54K 0.02%
1,174
+7
294
$54K 0.02%
1,261
+276
295
$54K 0.02%
3,882
296
$52K 0.02%
637
297
$52K 0.02%
1,204
+300
298
$52K 0.02%
1,000
299
$49K 0.02%
577
300
$49K 0.02%
924
10 11
12
13 14