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
$608M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.78M
3
+$2.91M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.88M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.25M

Top Sells

1
+$9.09M
2
+$8.62M
3
+$2.95M
4
VTV icon
Vanguard Value ETF
VTV
+$1.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M

Sector Composition

1 Technology 5.95%
2 Financials 4.11%
3 Communication Services 2.87%
4 Consumer Discretionary 2.33%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$30.1K 0.01%
+93
377
$30K ﹤0.01%
3,385
378
$29.9K ﹤0.01%
461
+1
379
$29.8K ﹤0.01%
380
380
$29.5K ﹤0.01%
197
381
$29.3K ﹤0.01%
490
382
$29.3K ﹤0.01%
157
383
$29.1K ﹤0.01%
2,381
384
$28.7K ﹤0.01%
136
385
$28.6K ﹤0.01%
2,827
-378
386
$28.5K ﹤0.01%
+137
387
$28.2K ﹤0.01%
116
388
$28K ﹤0.01%
877
+3
389
$27.8K ﹤0.01%
400
390
$27.7K ﹤0.01%
496
+158
391
$27.1K ﹤0.01%
556
392
$27K ﹤0.01%
135
+2
393
$26.7K ﹤0.01%
2,681
+76
394
$26.6K ﹤0.01%
277
+1
395
$26.5K ﹤0.01%
300
396
$26.3K ﹤0.01%
300
397
$26.2K ﹤0.01%
407
-5
398
$26.1K ﹤0.01%
118
-28
399
$26.1K ﹤0.01%
666
400
$26K ﹤0.01%
200
14 15
16
17 18