FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.96M
3
+$4.32M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.22M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.71M

Top Sells

1
+$7.54M
2
+$7.33M
3
+$2.75M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.71M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.62M

Sector Composition

1 Financials 8.4%
2 Industrials 5.47%
3 Technology 5.23%
4 Healthcare 4.87%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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150
377
$12K 0.01%
254
378
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292
379
$11K 0.01%
476
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380
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207
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381
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520
382
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383
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384
$11K 0.01%
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385
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736
386
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128
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387
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388
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396
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389
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390
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614
391
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243
392
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393
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3,165
394
$11K 0.01%
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$11K 0.01%
725
396
$10K 0.01%
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397
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264
398
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1,005
399
$10K 0.01%
200
400
$10K 0.01%
115
14 15
16
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