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
$161M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$986K
3
+$963K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$784K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$663K

Top Sells

1
+$1.99M
2
+$670K
3
+$456K
4
AIG icon
American International
AIG
+$251K
5
WMT icon
Walmart
WMT
+$238K

Sector Composition

1 Financials 9.62%
2 Industrials 6.22%
3 Technology 4.79%
4 Healthcare 4.16%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15K 0.01%
309
352
$15K 0.01%
1,290
353
$15K 0.01%
200
354
$15K 0.01%
332
-166
355
$14K 0.01%
615
356
$14K 0.01%
+700
357
$14K 0.01%
1,000
358
$14K 0.01%
1,580
359
$14K 0.01%
279
360
$14K 0.01%
150
361
$14K 0.01%
251
362
$13K 0.01%
200
363
$13K 0.01%
729
364
$13K 0.01%
670
+11
365
$13K 0.01%
235
366
$13K 0.01%
470
367
$13K 0.01%
113
-92
368
$13K 0.01%
344
369
$13K 0.01%
219
370
$12K 0.01%
204
371
$12K 0.01%
520
372
$12K 0.01%
700
373
$12K 0.01%
264
374
$12K 0.01%
133
375
$12K 0.01%
546
+500
13 14
15
16 17