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
$255M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.43M
3
+$3M
4
BND icon
Vanguard Total Bond Market
BND
+$2.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.87M

Top Sells

1
+$5.7M
2
+$1.96M
3
+$1.83M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.61M
5
UNH icon
UnitedHealth
UNH
+$492K

Sector Composition

1 Financials 9.88%
2 Technology 4.73%
3 Healthcare 4.39%
4 Industrials 4.22%
5 Energy 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$32K 0.01%
348
+1
327
$32K 0.01%
666
+121
328
$31K 0.01%
1,201
329
$31K 0.01%
354
330
$30K 0.01%
200
331
$30K 0.01%
1,507
+16
332
$30K 0.01%
516
333
$29K 0.01%
1,000
334
$29K 0.01%
1,200
-250
335
$29K 0.01%
558
-74
336
$29K 0.01%
2,382
337
$29K 0.01%
1,934
338
$29K 0.01%
425
339
$28K 0.01%
695
340
$28K 0.01%
+1,235
341
$28K 0.01%
722
-184
342
$28K 0.01%
501
-215
343
$26K 0.01%
870
344
$26K 0.01%
320
345
$26K 0.01%
1,917
346
$26K 0.01%
4,000
347
$26K 0.01%
816
-26
348
$25K 0.01%
325
349
$25K 0.01%
+2,881
350
$24K 0.01%
386
+1
12 13
14
15 16