FWM

Focused Wealth Management Portfolio holdings

AUM $957M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$5.17M
3
+$5M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$4.79M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.06M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 4.62%
3 Industrials 4.35%
4 Healthcare 3.96%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K 0.01%
+1,500
352
$11K 0.01%
+1,504
353
$11K 0.01%
+63
354
$11K 0.01%
+200
355
$11K 0.01%
+3,279
356
$11K 0.01%
+750
357
$10K 0.01%
+79
358
$10K 0.01%
+91
359
$10K 0.01%
+152
360
$10K 0.01%
+278
361
$10K 0.01%
+500
362
$10K 0.01%
+150
363
$10K 0.01%
+300
364
$10K 0.01%
+117
365
$10K 0.01%
+232
366
$10K 0.01%
+200
367
$10K 0.01%
+468
368
$9K 0.01%
+400
369
$9K 0.01%
+193
370
$9K 0.01%
+1,650
371
$9K 0.01%
+200
372
$9K 0.01%
+516
373
$9K 0.01%
+670
374
$9K 0.01%
+100
375
$9K 0.01%
+1,258
13 14
15
16 17