FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.96M
3
+$4.32M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.22M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.71M

Top Sells

1
+$7.54M
2
+$7.33M
3
+$2.75M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.71M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.62M

Sector Composition

1 Financials 8.4%
2 Industrials 5.47%
3 Technology 5.23%
4 Healthcare 4.87%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K 0.01%
444
352
$14K 0.01%
300
353
$14K 0.01%
68
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354
$14K 0.01%
623
355
$13K 0.01%
615
356
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1,000
357
$13K 0.01%
200
358
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331
359
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300
360
$13K 0.01%
500
361
$13K 0.01%
1,050
362
$13K 0.01%
279
363
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623
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364
$13K 0.01%
214
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365
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124
366
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367
$13K 0.01%
306
368
$13K 0.01%
64
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369
$12K 0.01%
292
370
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392
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$12K 0.01%
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253
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321
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374
$12K 0.01%
147
375
$12K 0.01%
101
+100
13 14
15
16 17