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
$161M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$986K
3
+$963K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$784K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$663K

Top Sells

1
+$1.99M
2
+$670K
3
+$456K
4
AIG icon
American International
AIG
+$251K
5
WMT icon
Walmart
WMT
+$238K

Sector Composition

1 Financials 9.62%
2 Industrials 6.22%
3 Technology 4.79%
4 Healthcare 4.16%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$12K 0.01%
125
377
$12K 0.01%
276
378
$12K 0.01%
1,050
379
$12K 0.01%
216
380
$12K 0.01%
159
381
$12K 0.01%
516
382
$12K 0.01%
124
383
$12K 0.01%
3,218
384
$12K 0.01%
100
385
$12K 0.01%
68
-12
386
$11K 0.01%
100
387
$11K 0.01%
+800
388
$11K 0.01%
397
389
$11K 0.01%
200
390
$11K 0.01%
200
391
$11K 0.01%
50
392
$11K 0.01%
736
393
$11K 0.01%
300
394
$11K 0.01%
200
395
$11K 0.01%
132
+1
396
$11K 0.01%
147
397
$11K 0.01%
262
398
$11K 0.01%
528
399
$11K 0.01%
750
400
$10K 0.01%
300
14 15
16
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