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
$608M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.78M
3
+$2.91M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.88M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.25M

Top Sells

1
+$9.09M
2
+$8.62M
3
+$2.95M
4
VTV icon
Vanguard Value ETF
VTV
+$1.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M

Sector Composition

1 Technology 5.95%
2 Financials 4.11%
3 Communication Services 2.87%
4 Consumer Discretionary 2.33%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$36.8K 0.01%
+110
352
$36.4K 0.01%
1,972
-4,362
353
$36.2K 0.01%
30
354
$36K 0.01%
160
355
$36K 0.01%
137
-188
356
$35.7K 0.01%
136
+1
357
$35.5K 0.01%
744
358
$35.3K 0.01%
83
359
$35.1K 0.01%
873
-268
360
$35.1K 0.01%
377
-152
361
$34.5K 0.01%
1,920
-426
362
$34.2K 0.01%
468
363
$34.2K 0.01%
695
+317
364
$33.7K 0.01%
533
+163
365
$33K 0.01%
201
366
$32.8K 0.01%
7,143
-941
367
$32.8K 0.01%
+793
368
$32.6K 0.01%
125
369
$32.3K 0.01%
106
370
$32.2K 0.01%
169
371
$31.8K 0.01%
160
372
$31.1K 0.01%
279
373
$30.7K 0.01%
310
374
$30.4K 0.01%
+306
375
$30.4K 0.01%
261
13 14
15
16 17