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
$173M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.49M
3
+$1.16M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$703K
5
CS
Credit Suisse Group
CS
+$524K

Top Sells

1
+$1.03M
2
+$597K
3
+$542K
4
IDV icon
iShares International Select Dividend ETF
IDV
+$501K
5
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$457K

Sector Composition

1 Financials 10.16%
2 Industrials 7.07%
3 Technology 4.71%
4 Healthcare 4.64%
5 Energy 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K 0.01%
601
-667
352
$14K 0.01%
700
+15
353
$14K 0.01%
1,580
354
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331
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355
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356
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500
357
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200
358
$14K 0.01%
216
359
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309
360
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464
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361
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444
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362
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93
363
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1,350
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364
$14K 0.01%
306
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365
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557
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366
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367
$13K 0.01%
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368
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369
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200
374
$12K 0.01%
300
375
$12K 0.01%
1,050
13 14
15
16 17