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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$5.31M
3
+$5.07M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$5.03M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 4.62%
3 Industrials 4.34%
4 Healthcare 3.96%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$16K 0.02%
+945
302
$16K 0.02%
+1,126
303
$16K 0.02%
+1,200
304
$16K 0.02%
+299
305
$16K 0.02%
+225
306
$16K 0.02%
+329
307
$16K 0.02%
+685
308
$16K 0.02%
+140
309
$16K 0.02%
+254
310
$16K 0.02%
+200
311
$16K 0.02%
+2,610
312
$15K 0.01%
+200
313
$15K 0.01%
+351
314
$15K 0.01%
+246
315
$15K 0.01%
+250
316
$15K 0.01%
+500
317
$15K 0.01%
+1,207
318
$15K 0.01%
+1,207
319
$15K 0.01%
+333
320
$15K 0.01%
+813
321
$15K 0.01%
+1,300
322
$14K 0.01%
+1,004
323
$14K 0.01%
+100
324
$14K 0.01%
+2,318
325
$13K 0.01%
+324
11 12
13
14 15