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
$161M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$986K
3
+$963K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$784K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$663K

Top Sells

1
+$1.99M
2
+$670K
3
+$456K
4
AIG icon
American International
AIG
+$251K
5
WMT icon
Walmart
WMT
+$238K

Sector Composition

1 Financials 9.62%
2 Industrials 6.22%
3 Technology 4.79%
4 Healthcare 4.16%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$18K 0.01%
1,400
+1,000
327
$18K 0.01%
426
+2
328
$18K 0.01%
2,592
329
$17K 0.01%
300
330
$17K 0.01%
+200
331
$17K 0.01%
1,120
332
$17K 0.01%
200
333
$17K 0.01%
466
-165
334
$17K 0.01%
656
+12
335
$16K 0.01%
257
336
$16K 0.01%
287
+1
337
$16K 0.01%
1,160
338
$16K 0.01%
670
+4
339
$16K 0.01%
1,027
340
$16K 0.01%
214
341
$16K 0.01%
90
342
$16K 0.01%
256
343
$16K 0.01%
500
344
$15K 0.01%
486
-200
345
$15K 0.01%
+1,615
346
$15K 0.01%
314
-3
347
$15K 0.01%
728
348
$15K 0.01%
500
-600
349
$15K 0.01%
400
350
$15K 0.01%
500
12 13
14
15 16