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
$300M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
768
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$6.8M
3
+$1.76M
4
BND icon
Vanguard Total Bond Market
BND
+$1.73M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.59M

Top Sells

1
+$3.43M
2
+$1.81M
3
+$1.49M
4
TGT icon
Target
TGT
+$769K
5
HPQ icon
HP
HPQ
+$370K

Sector Composition

1 Financials 8.43%
2 Healthcare 4.75%
3 Technology 4.24%
4 Industrials 3.31%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$15K 0.01%
+100
377
$15K 0.01%
208
378
$15K 0.01%
119
-799
379
$14K ﹤0.01%
200
380
$14K ﹤0.01%
279
381
$14K ﹤0.01%
309
382
$14K ﹤0.01%
1,050
383
$14K ﹤0.01%
390
384
$14K ﹤0.01%
297
+1
385
$14K ﹤0.01%
332
386
$14K ﹤0.01%
2,400
387
$14K ﹤0.01%
263
-429
388
$13K ﹤0.01%
988
+494
389
$13K ﹤0.01%
200
390
$13K ﹤0.01%
147
391
$13K ﹤0.01%
520
392
$13K ﹤0.01%
351
+101
393
$12K ﹤0.01%
125
394
$12K ﹤0.01%
56
+10
395
$12K ﹤0.01%
1,005
396
$12K ﹤0.01%
478
397
$12K ﹤0.01%
639
-5,687
398
$12K ﹤0.01%
797
+11
399
$12K ﹤0.01%
761
-1
400
$12K ﹤0.01%
800
14 15
16
17 18