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
$300M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
768
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$6.8M
3
+$1.76M
4
BND icon
Vanguard Total Bond Market
BND
+$1.73M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.59M

Top Sells

1
+$3.43M
2
+$1.81M
3
+$1.49M
4
TGT icon
Target
TGT
+$769K
5
HPQ icon
HP
HPQ
+$370K

Sector Composition

1 Financials 8.43%
2 Healthcare 4.75%
3 Technology 4.24%
4 Industrials 3.31%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$18K 0.01%
600
+400
352
$18K 0.01%
200
+100
353
$18K 0.01%
721
354
$17K 0.01%
158
355
$17K 0.01%
550
356
$17K 0.01%
1,580
357
$17K 0.01%
200
+100
358
$17K 0.01%
700
359
$17K 0.01%
147
360
$17K 0.01%
+200
361
$16K 0.01%
106
362
$16K 0.01%
1,789
-2,645
363
$16K 0.01%
400
364
$16K 0.01%
511
365
$16K 0.01%
700
366
$16K 0.01%
782
+391
367
$16K 0.01%
300
368
$16K 0.01%
209
+2
369
$16K 0.01%
204
+102
370
$15K 0.01%
525
+135
371
$15K 0.01%
348
-52
372
$15K 0.01%
500
373
$15K 0.01%
728
374
$15K 0.01%
500
375
$15K 0.01%
235
13 14
15
16 17