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
$118M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.21M
3
+$972K
4
IDV icon
iShares International Select Dividend ETF
IDV
+$880K
5
CSCO icon
Cisco
CSCO
+$777K

Top Sells

1
+$860K
2
+$573K
3
+$359K
4
FSYS
FUEL SYSTEMS SOLUTIONS INC COM STK
FSYS
+$277K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$264K

Sector Composition

1 Financials 6.81%
2 Technology 6.61%
3 Industrials 5.81%
4 Healthcare 3.96%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13K 0.01%
235
+69
352
$13K 0.01%
159
353
$13K 0.01%
150
354
$13K 0.01%
124
355
$13K 0.01%
133
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356
$13K 0.01%
106
357
$13K 0.01%
1,000
-1,000
358
$12K 0.01%
484
359
$12K 0.01%
320
-274
360
$12K 0.01%
235
+3
361
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+488
362
$12K 0.01%
468
363
$12K 0.01%
130
364
$12K 0.01%
79
365
$12K 0.01%
1,500
366
$12K 0.01%
279
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367
$12K 0.01%
63
368
$12K 0.01%
300
369
$12K 0.01%
466
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370
$12K 0.01%
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-352
371
$12K 0.01%
750
372
$11K 0.01%
300
+150
373
$11K 0.01%
100
374
$11K 0.01%
175
-125
375
$11K 0.01%
406
13 14
15
16 17