FWM
Focused Wealth Management Portfolio holdings
AUM
$819M
1-Year Return
16.9%
This Quarter Return
+4.26%
1 Year Return
+16.9%
3 Year Return
+58.23%
5 Year Return
+83.58%
10 Year Return
+159.12%
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
41.45%
Holding
618
New
612
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
+$7.34M |
| 2 |
Vanguard Small-Cap ETF
VB
|
+$5.31M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$5.07M |
| 4 |
iShares International Select Dividend ETF
IDV
|
+$5.03M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$4.14M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.71% |
| 2 | Financials | 4.62% |
| 3 | Industrials | 4.34% |
| 4 | Healthcare | 3.96% |
| 5 | Energy | 2.92% |
