FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
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
+$5.43M
2
+$3.14M
3
+$2.91M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.91M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.39M

Top Sells

1
+$2.03M
2
+$1.07M
3
+$730K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$479K
5
DHI icon
D.R. Horton
DHI
+$265K

Sector Composition

1 Financials 8.6%
2 Industrials 5.52%
3 Technology 4.98%
4 Healthcare 4.76%
5 Energy 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K 0.01%
1,295
+460
352
$20K 0.01%
+929
353
$20K 0.01%
232
354
$19K 0.01%
700
355
$19K 0.01%
205
+1
356
$19K 0.01%
414
357
$19K 0.01%
253
358
$19K 0.01%
1,200
359
$19K 0.01%
1,500
360
$19K 0.01%
1,007
+10
361
$18K 0.01%
380
362
$18K 0.01%
1,021
363
$18K 0.01%
+154
364
$18K 0.01%
420
365
$18K 0.01%
565
-160
366
$18K 0.01%
216
367
$18K 0.01%
650
368
$18K 0.01%
704
+13
369
$18K 0.01%
550
370
$18K 0.01%
1,440
371
$18K 0.01%
247
372
$17K 0.01%
304
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373
$17K 0.01%
147
374
$17K 0.01%
1,818
-123
375
$16K 0.01%
410
+2
13 14
15
16 17