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
$513M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.64M
3
+$1.52M
4
VTV icon
Vanguard Value ETF
VTV
+$1.39M
5
KMI icon
Kinder Morgan
KMI
+$977K

Top Sells

1
+$1.42M
2
+$939K
3
+$795K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$628K
5
AAPL icon
Apple
AAPL
+$541K

Sector Composition

1 Technology 5.08%
2 Financials 4%
3 Consumer Discretionary 2.75%
4 Healthcare 2.62%
5 Communication Services 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$51K 0.01%
715
+52
352
$51K 0.01%
336
-823
353
$48K 0.01%
487
+4
354
$47K 0.01%
380
355
$47K 0.01%
31
356
$47K 0.01%
808
357
$46K 0.01%
129
358
$45K 0.01%
524
-96
359
$45K 0.01%
1,528
-16
360
$45K 0.01%
920
+15
361
$45K 0.01%
397
-115
362
$45K 0.01%
+3,000
363
$43K 0.01%
170
364
$43K 0.01%
+191
365
$43K 0.01%
1,100
366
$43K 0.01%
342
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367
$42K 0.01%
1,000
368
$42K 0.01%
688
-129
369
$42K 0.01%
154
370
$41K 0.01%
6,600
371
$41K 0.01%
+3,000
372
$41K 0.01%
+460
373
$40K 0.01%
2,141
+1,600
374
$39K 0.01%
1,550
375
$39K 0.01%
900
13 14
15
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