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
$237M
AUM Growth
+$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$6.29M
3
+$2.39M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$952K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$605K

Top Sells

1
+$9.87M
2
+$2.84M
3
+$1.44M
4
BND icon
Vanguard Total Bond Market
BND
+$997K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$629K

Sector Composition

1 Financials 10.64%
2 Industrials 5.14%
3 Technology 5%
4 Healthcare 4.71%
5 Energy 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$25K 0.01%
1,623
352
$24K 0.01%
600
353
$24K 0.01%
545
-119
354
$23K 0.01%
719
-4
355
$23K 0.01%
870
356
$23K 0.01%
512
+4
357
$23K 0.01%
320
+80
358
$23K 0.01%
577
359
$23K 0.01%
1,673
360
$23K 0.01%
+150
361
$22K 0.01%
505
362
$22K 0.01%
227
363
$22K 0.01%
1,993
364
$21K 0.01%
+1,300
365
$21K 0.01%
1,314
366
$21K 0.01%
700
-69
367
$21K 0.01%
+800
368
$21K 0.01%
1,025
+9
369
$21K 0.01%
207
+1
370
$21K 0.01%
256
-21
371
$21K 0.01%
1,038
+2
372
$21K 0.01%
+433
373
$20K 0.01%
380
374
$20K 0.01%
416
-34
375
$20K 0.01%
426
13 14
15
16 17