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
$218M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.19M
3
+$2.98M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.41M

Top Sells

1
+$2.03M
2
+$1.08M
3
+$747K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$483K
5
DHI icon
D.R. Horton
DHI
+$275K

Sector Composition

1 Financials 8.6%
2 Industrials 5.44%
3 Technology 5.07%
4 Healthcare 4.74%
5 Energy 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$16K 0.01%
500
377
$16K 0.01%
728
378
$16K 0.01%
1,580
379
$16K 0.01%
426
380
$16K 0.01%
400
381
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1,032
+2
382
$16K 0.01%
1,673
383
$16K 0.01%
214
384
$16K 0.01%
18
385
$15K 0.01%
115
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386
$15K 0.01%
733
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387
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388
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444
389
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390
$15K 0.01%
634
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391
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392
$15K 0.01%
2,000
393
$15K 0.01%
623
394
$14K 0.01%
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$14K 0.01%
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396
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398
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399
$14K 0.01%
116
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400
$14K 0.01%
500
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16
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