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
$228M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$463K
3
+$441K
4
SLB icon
SLB Ltd
SLB
+$413K
5
BND icon
Vanguard Total Bond Market
BND
+$354K

Top Sells

1
+$471K
2
+$326K
3
+$305K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$222K
5
NVDA icon
NVIDIA
NVDA
+$185K

Sector Composition

1 Financials 8.73%
2 Technology 5.28%
3 Industrials 5.14%
4 Healthcare 4.61%
5 Energy 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$22K 0.01%
426
352
$21K 0.01%
723
+9
353
$21K 0.01%
277
+24
354
$21K 0.01%
240
355
$21K 0.01%
1,400
356
$21K 0.01%
505
357
$21K 0.01%
200
358
$21K 0.01%
227
-5
359
$20K 0.01%
600
360
$20K 0.01%
1,016
+9
361
$20K 0.01%
206
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362
$20K 0.01%
565
363
$20K 0.01%
379
-47
364
$20K 0.01%
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365
$20K 0.01%
2,000
366
$19K 0.01%
380
367
$19K 0.01%
405
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368
$19K 0.01%
298
369
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1,500
370
$19K 0.01%
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371
$19K 0.01%
700
372
$19K 0.01%
147
373
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4,000
374
$19K 0.01%
1,295
375
$18K 0.01%
304
13 14
15
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