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
$160M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.71M
3
+$2.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.25M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$274K
4
GE icon
GE Aerospace
GE
+$197K
5
AIG icon
American International
AIG
+$155K

Sector Composition

1 Financials 9.77%
2 Industrials 6.51%
3 Technology 4.8%
4 Healthcare 4.53%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$22K 0.01%
452
+42
302
$22K 0.01%
840
+400
303
$22K 0.01%
442
-337
304
$22K 0.01%
523
305
$22K 0.01%
+800
306
$21K 0.01%
753
307
$21K 0.01%
1,304
308
$20K 0.01%
400
309
$20K 0.01%
1,500
310
$20K 0.01%
963
+7
311
$20K 0.01%
272
312
$20K 0.01%
878
313
$20K 0.01%
500
314
$20K 0.01%
1,115
315
$20K 0.01%
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316
$20K 0.01%
933
317
$20K 0.01%
500
318
$20K 0.01%
1,000
319
$19K 0.01%
200
320
$19K 0.01%
+600
321
$19K 0.01%
429
322
$19K 0.01%
345
323
$19K 0.01%
1,207
324
$19K 0.01%
813
325
$19K 0.01%
75
11 12
13
14 15