FWM

Focused Wealth Management Portfolio holdings

AUM $957M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$5.17M
3
+$5M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$4.79M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.06M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 4.62%
3 Industrials 4.35%
4 Healthcare 3.96%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7K 0.01%
+63
402
$7K 0.01%
+176
403
$7K 0.01%
+250
404
$7K 0.01%
+240
405
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+443
406
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+75
407
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+100
408
$7K 0.01%
+494
409
$7K 0.01%
+181
410
$7K 0.01%
+150
411
$7K 0.01%
+115
412
$7K 0.01%
+360
413
$7K 0.01%
+200
414
$7K 0.01%
+64
415
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+140
416
$7K 0.01%
+300
417
$7K 0.01%
+500
418
$7K 0.01%
+405
419
$7K 0.01%
+127
420
$6K 0.01%
+500
421
$6K 0.01%
+315
422
$6K 0.01%
+270
423
$6K 0.01%
+300
424
$6K 0.01%
+100
425
$6K 0.01%
+670
15 16
17
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