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
$608M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.78M
3
+$2.91M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.88M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.25M

Top Sells

1
+$9.09M
2
+$8.62M
3
+$2.95M
4
VTV icon
Vanguard Value ETF
VTV
+$1.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M

Sector Composition

1 Technology 5.95%
2 Financials 4.11%
3 Communication Services 2.87%
4 Consumer Discretionary 2.33%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$63.5K 0.01%
1,800
+1,700
277
$63.4K 0.01%
428
278
$62.9K 0.01%
956
+291
279
$61.4K 0.01%
+470
280
$61.2K 0.01%
1,021
281
$60.7K 0.01%
+4,000
282
$60.5K 0.01%
718
283
$60.2K 0.01%
475
-23
284
$59.6K 0.01%
10,890
-700
285
$59.1K 0.01%
2,120
+75
286
$59.1K 0.01%
2,712
+100
287
$58.1K 0.01%
942
288
$57.9K 0.01%
1,993
-46
289
$56K 0.01%
100,000
290
$55.7K 0.01%
537
+1
291
$55.5K 0.01%
27,600
+5,100
292
$54.9K 0.01%
724
293
$54.5K 0.01%
363
-2
294
$54.4K 0.01%
+2,000
295
$53.8K 0.01%
13,285
296
$53.6K 0.01%
134
297
$53.4K 0.01%
593
+1
298
$53.4K 0.01%
514
+66
299
$53.1K 0.01%
758
300
$52.1K 0.01%
589
+6
10 11
12
13 14