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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$5.31M
3
+$5.07M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$5.03M
5
VO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9K 0.01%
+220
377
$9K 0.01%
+200
378
$9K 0.01%
+200
379
$9K 0.01%
+516
380
$9K 0.01%
+208
381
$9K 0.01%
+214
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%
+120
389
$8K 0.01%
+1,200
390
$8K 0.01%
+425
391
$8K 0.01%
+106
392
$8K 0.01%
+196
393
$8K 0.01%
+100
394
$8K 0.01%
+200
395
$8K 0.01%
+294
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
17 18