FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
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%
+152
358
$10K 0.01%
+278
359
$10K 0.01%
+500
360
$10K 0.01%
+150
361
$10K 0.01%
+300
362
$10K 0.01%
+91
363
$10K 0.01%
+117
364
$10K 0.01%
+232
365
$10K 0.01%
+200
366
$10K 0.01%
+468
367
$10K 0.01%
+79
368
$9K 0.01%
+128
369
$9K 0.01%
+772
370
$9K 0.01%
+334
371
$9K 0.01%
+1,650
372
$9K 0.01%
+166
373
$9K 0.01%
+128
374
$9K 0.01%
+220
375
$9K 0.01%
+200
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