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
$117M
AUM Growth
-$560K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.41M
3
+$748K
4
VHT icon
Vanguard Health Care ETF
VHT
+$682K
5
CSCO icon
Cisco
CSCO
+$640K

Top Sells

1
+$4.19M
2
+$2.12M
3
+$2.09M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$820K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$534K

Sector Composition

1 Financials 7.97%
2 Industrials 7.08%
3 Technology 6.64%
4 Healthcare 4.62%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11K 0.01%
147
-112
377
$11K 0.01%
289
-233
378
$11K 0.01%
318
379
$11K 0.01%
106
380
$11K 0.01%
468
381
$11K 0.01%
300
382
$11K 0.01%
2,610
383
$11K 0.01%
993
384
$11K 0.01%
80
385
$10K 0.01%
142
386
$10K 0.01%
255
387
$10K 0.01%
66
-66
388
$10K 0.01%
200
389
$10K 0.01%
488
390
$10K 0.01%
100
-30
391
$10K 0.01%
440
392
$10K 0.01%
+330
393
$10K 0.01%
1,407
394
$10K 0.01%
736
395
$10K 0.01%
127
396
$10K 0.01%
71
+42
397
$10K 0.01%
516
398
$10K 0.01%
1,285
399
$10K 0.01%
208
400
$10K 0.01%
432
14 15
16
17 18