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
$611M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.57M
3
+$2.57M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$570K

Top Sells

1
+$5.42M
2
+$815K
3
+$632K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$355K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$310K

Sector Composition

1 Technology 4.92%
2 Financials 4.5%
3 Consumer Discretionary 2.95%
4 Healthcare 2.37%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$49K 0.01%
788
377
$49K 0.01%
1,022
+22
378
$48K 0.01%
584
+1
379
$47K 0.01%
600
380
$47K 0.01%
420
-140
381
$47K 0.01%
19,307
+275
382
$47K 0.01%
1,310
-211
383
$47K 0.01%
808
384
$46K 0.01%
2,141
385
$46K 0.01%
367
-28
386
$46K 0.01%
470
387
$45K 0.01%
186
388
$45K 0.01%
1,191
389
$44K 0.01%
2,059
+31
390
$44K 0.01%
1,651
391
$44K 0.01%
463
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392
$43K 0.01%
203
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393
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394
$43K 0.01%
503
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127
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396
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186
397
$40K 0.01%
157
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398
$40K 0.01%
1,254
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399
$40K 0.01%
516
400
$40K 0.01%
543
-111
14 15
16
17 18