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
$160M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.71M
3
+$2.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.25M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$274K
4
GE icon
GE Aerospace
GE
+$197K
5
AIG icon
American International
AIG
+$155K

Sector Composition

1 Financials 9.77%
2 Industrials 6.51%
3 Technology 4.8%
4 Healthcare 4.53%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13K 0.01%
219
377
$13K 0.01%
93
378
$13K 0.01%
225
379
$13K 0.01%
159
380
$13K 0.01%
477
-264
381
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279
382
$13K 0.01%
125
383
$13K 0.01%
1,721
+300
384
$13K 0.01%
+200
385
$13K 0.01%
470
386
$13K 0.01%
700
387
$13K 0.01%
520
388
$13K 0.01%
+200
389
$12K 0.01%
80
390
$12K 0.01%
750
391
$12K 0.01%
100
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392
$12K 0.01%
3,218
393
$12K 0.01%
243
394
$12K 0.01%
179
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395
$12K 0.01%
124
396
$12K 0.01%
516
397
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398
$12K 0.01%
1,050
399
$12K 0.01%
276
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400
$12K 0.01%
332
14 15
16
17 18