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
$123M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.71M
3
+$1.67M
4
ARI
Apollo Commercial Real Estate
ARI
+$742K
5
BAC icon
Bank of America
BAC
+$377K

Top Sells

1
+$4.3M
2
+$4.2M
3
+$2.66M
4
CSCO icon
Cisco
CSCO
+$251K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$197K

Sector Composition

1 Financials 11.25%
2 Industrials 7.79%
3 Technology 6.77%
4 Healthcare 5.03%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16K 0.01%
500
352
$16K 0.01%
1,500
353
$16K 0.01%
150
354
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+622
355
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75
356
$16K 0.01%
500
357
$16K 0.01%
1,866
358
$15K 0.01%
1,000
359
$15K 0.01%
250
360
$15K 0.01%
700
361
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1,650
362
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1,207
363
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193
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364
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200
365
$15K 0.01%
333
366
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500
367
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125
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368
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422
369
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635
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370
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371
$14K 0.01%
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372
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374
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93
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375
$14K 0.01%
219
13 14
15
16 17