FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$5.17M
3
+$5M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$4.79M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.06M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 4.62%
3 Industrials 4.35%
4 Healthcare 3.96%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9K 0.01%
+208
377
$9K 0.01%
+214
378
$9K 0.01%
+400
379
$9K 0.01%
+193
380
$9K 0.01%
+200
381
$9K 0.01%
+516
382
$9K 0.01%
+670
383
$9K 0.01%
+100
384
$9K 0.01%
+1,258
385
$8K 0.01%
+232
386
$8K 0.01%
+50
387
$8K 0.01%
+183
388
$8K 0.01%
+106
389
$8K 0.01%
+196
390
$8K 0.01%
+120
391
$8K 0.01%
+1,200
392
$8K 0.01%
+425
393
$8K 0.01%
+100
394
$8K 0.01%
+200
395
$8K 0.01%
+441
396
$8K 0.01%
+100
397
$8K 0.01%
+163
398
$8K 0.01%
+486
399
$8K 0.01%
+456
400
$8K 0.01%
+615
14 15
16
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