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
$228M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$463K
3
+$441K
4
SLB icon
SLB Ltd
SLB
+$413K
5
BND icon
Vanguard Total Bond Market
BND
+$354K

Top Sells

1
+$471K
2
+$326K
3
+$305K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$222K
5
NVDA icon
NVIDIA
NVDA
+$185K

Sector Composition

1 Financials 8.73%
2 Technology 5.28%
3 Industrials 5.14%
4 Healthcare 4.61%
5 Energy 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$18K 0.01%
1,673
377
$18K 0.01%
+30
378
$18K 0.01%
550
379
$17K 0.01%
413
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380
$17K 0.01%
96
381
$17K 0.01%
370
+106
382
$17K 0.01%
420
383
$17K 0.01%
1,036
+4
384
$17K 0.01%
1,579
-239
385
$16K 0.01%
115
386
$16K 0.01%
500
387
$16K 0.01%
728
388
$16K 0.01%
444
389
$16K 0.01%
1,580
390
$16K 0.01%
400
391
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216
392
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643
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393
$16K 0.01%
148
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394
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396
$15K 0.01%
749
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$15K 0.01%
293
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398
$15K 0.01%
279
399
$15K 0.01%
293
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400
$15K 0.01%
150
14 15
16
17 18