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
$288M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Top Buys

1
+$5.97M
2
+$3.77M
3
+$1.57M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.56M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.5M

Top Sells

1
+$6.66M
2
+$4.38M
3
+$3.29M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.22M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.95M

Sector Composition

1 Financials 5.54%
2 Healthcare 3.91%
3 Technology 3.04%
4 Industrials 2.96%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$21K 0.01%
259
-800
352
$21K 0.01%
1,200
353
$20K 0.01%
226
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354
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471
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355
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63
356
$20K 0.01%
444
357
$20K 0.01%
1,000
-1,000
358
$19K 0.01%
298
359
$19K 0.01%
1,500
360
$19K 0.01%
150
361
$18K 0.01%
1,000
362
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267
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363
$18K 0.01%
200
364
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91
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365
$18K 0.01%
370
366
$18K 0.01%
384
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367
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415
368
$17K 0.01%
1,500
369
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370
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373
$17K 0.01%
216
374
$17K 0.01%
158
375
$17K 0.01%
200
13 14
15
16 17