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
$160M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.71M
3
+$2.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.25M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$274K
4
GE icon
GE Aerospace
GE
+$197K
5
AIG icon
American International
AIG
+$155K

Sector Composition

1 Financials 9.77%
2 Industrials 6.51%
3 Technology 4.8%
4 Healthcare 4.53%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16K 0.01%
214
352
$16K 0.01%
251
-44
353
$16K 0.01%
90
354
$16K 0.01%
256
355
$16K 0.01%
644
+11
356
$15K 0.01%
+3,000
357
$15K 0.01%
168
358
$15K 0.01%
300
359
$15K 0.01%
309
360
$15K 0.01%
500
361
$15K 0.01%
+1,580
362
$15K 0.01%
728
-900
363
$15K 0.01%
1,000
364
$15K 0.01%
317
365
$14K 0.01%
940
366
$14K 0.01%
200
367
$14K 0.01%
1,290
368
$14K 0.01%
262
-223
369
$14K 0.01%
216
370
$14K 0.01%
264
371
$14K 0.01%
235
372
$14K 0.01%
659
+11
373
$14K 0.01%
615
374
$13K 0.01%
200
375
$13K 0.01%
300
13 14
15
16 17