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
$117M
AUM Growth
-$560K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.41M
3
+$748K
4
VHT icon
Vanguard Health Care ETF
VHT
+$682K
5
CSCO icon
Cisco
CSCO
+$640K

Top Sells

1
+$4.19M
2
+$2.12M
3
+$2.09M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$820K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$534K

Sector Composition

1 Financials 7.97%
2 Industrials 7.08%
3 Technology 6.64%
4 Healthcare 4.62%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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204
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352
$13K 0.01%
484
353
$12K 0.01%
616
-583
354
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235
355
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356
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216
357
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279
358
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63
359
$12K 0.01%
200
360
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124
361
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219
362
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620
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363
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364
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365
$12K 0.01%
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366
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367
$11K 0.01%
361
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368
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369
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370
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372
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373
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375
$11K 0.01%
427
13 14
15
16 17