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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$5.31M
3
+$5.07M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$5.03M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 4.62%
3 Industrials 4.34%
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%
+318
352
$11K 0.01%
+587
353
$11K 0.01%
+1,000
354
$11K 0.01%
+3,279
355
$11K 0.01%
+840
356
$11K 0.01%
+750
357
$10K 0.01%
+117
358
$10K 0.01%
+232
359
$10K 0.01%
+200
360
$10K 0.01%
+468
361
$10K 0.01%
+79
362
$10K 0.01%
+152
363
$10K 0.01%
+278
364
$10K 0.01%
+500
365
$10K 0.01%
+150
366
$10K 0.01%
+300
367
$10K 0.01%
+91
368
$9K 0.01%
+400
369
$9K 0.01%
+128
370
$9K 0.01%
+193
371
$9K 0.01%
+772
372
$9K 0.01%
+334
373
$9K 0.01%
+1,650
374
$9K 0.01%
+166
375
$9K 0.01%
+128
13 14
15
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