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
$476M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$4.59M
3
+$3.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.06M

Top Sells

1
+$20.5M
2
+$13.9M
3
+$6.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.17M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.82M

Sector Composition

1 Technology 4.88%
2 Financials 3.73%
3 Consumer Discretionary 3.07%
4 Communication Services 2.23%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$26K 0.01%
866
+2
352
$26K 0.01%
201
353
$25K 0.01%
261
354
$25K 0.01%
896
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355
$25K 0.01%
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356
$24K 0.01%
160
357
$24K 0.01%
144
358
$24K 0.01%
685
359
$24K 0.01%
488
360
$24K 0.01%
740
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361
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153
362
$24K 0.01%
539
-175
363
$23K ﹤0.01%
294
364
$23K ﹤0.01%
1,512
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365
$23K ﹤0.01%
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+1
366
$23K ﹤0.01%
190
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367
$23K ﹤0.01%
285
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$23K ﹤0.01%
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370
$23K ﹤0.01%
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$23K ﹤0.01%
279
372
$23K ﹤0.01%
271
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373
$23K ﹤0.01%
457
+2
374
$22K ﹤0.01%
116
375
$22K ﹤0.01%
100
13 14
15
16 17