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
$218M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.19M
3
+$2.98M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.41M

Top Sells

1
+$2.03M
2
+$1.08M
3
+$747K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$483K
5
DHI icon
D.R. Horton
DHI
+$275K

Sector Composition

1 Financials 8.6%
2 Industrials 5.44%
3 Technology 5.07%
4 Healthcare 4.74%
5 Energy 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$24K 0.01%
260
-24
327
$24K 0.01%
1,000
328
$24K 0.01%
426
-25
329
$24K 0.01%
505
+2
330
$24K 0.01%
1,000
+900
331
$24K 0.01%
1,065
-59
332
$23K 0.01%
200
333
$23K 0.01%
530
+7
334
$23K 0.01%
220
+1
335
$22K 0.01%
400
336
$22K 0.01%
385
-16
337
$22K 0.01%
533
338
$22K 0.01%
332
339
$21K 0.01%
+2,881
340
$21K 0.01%
1,314
341
$21K 0.01%
714
+9
342
$21K 0.01%
298
343
$21K 0.01%
600
344
$21K 0.01%
870
-300
345
$21K 0.01%
504
346
$21K 0.01%
240
-75
347
$21K 0.01%
1,400
348
$21K 0.01%
200
349
$21K 0.01%
577
350
$21K 0.01%
1,295
+460
12 13
14
15 16