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
$228M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$463K
3
+$441K
4
SLB icon
SLB Ltd
SLB
+$413K
5
BND icon
Vanguard Total Bond Market
BND
+$354K

Top Sells

1
+$471K
2
+$326K
3
+$305K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$222K
5
NVDA icon
NVIDIA
NVDA
+$185K

Sector Composition

1 Financials 8.73%
2 Technology 5.28%
3 Industrials 5.14%
4 Healthcare 4.61%
5 Energy 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$39K 0.02%
1,232
+7
302
$38K 0.02%
479
-90
303
$38K 0.02%
177
-1,419
304
$37K 0.02%
+389
305
$36K 0.02%
753
-66
306
$36K 0.02%
475
+1
307
$35K 0.02%
4,434
308
$34K 0.01%
626
+6
309
$34K 0.01%
904
+1
310
$33K 0.01%
1,000
311
$33K 0.01%
4,064
+1,183
312
$33K 0.01%
966
313
$33K 0.01%
396
314
$33K 0.01%
408
315
$32K 0.01%
2,382
316
$31K 0.01%
539
+9
317
$31K 0.01%
1,740
-5,815
318
$31K 0.01%
737
+50
319
$30K 0.01%
400
320
$30K 0.01%
664
+2
321
$30K 0.01%
1,917
322
$30K 0.01%
425
323
$30K 0.01%
1,061
+5
324
$29K 0.01%
1,458
+66
325
$29K 0.01%
974
11 12
13
14 15