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
$218M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.19M
3
+$2.98M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.41M

Top Sells

1
+$2.03M
2
+$1.08M
3
+$747K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$483K
5
DHI icon
D.R. Horton
DHI
+$275K

Sector Composition

1 Financials 8.6%
2 Industrials 5.44%
3 Technology 5.07%
4 Healthcare 4.74%
5 Energy 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K 0.01%
+929
352
$20K 0.01%
232
353
$19K 0.01%
1,500
354
$19K 0.01%
1,007
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355
$19K 0.01%
700
356
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205
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357
$19K 0.01%
414
358
$19K 0.01%
253
359
$19K 0.01%
1,200
360
$18K 0.01%
380
361
$18K 0.01%
1,440
362
$18K 0.01%
1,021
363
$18K 0.01%
+154
364
$18K 0.01%
420
365
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565
-160
366
$18K 0.01%
216
367
$18K 0.01%
247
368
$18K 0.01%
650
369
$18K 0.01%
704
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$18K 0.01%
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$17K 0.01%
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373
$17K 0.01%
1,818
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$16K 0.01%
410
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375
$16K 0.01%
96
-25
13 14
15
16 17