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
$118M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
687
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.21M
3
+$972K
4
IDV icon
iShares International Select Dividend ETF
IDV
+$880K
5
CSCO icon
Cisco
CSCO
+$777K

Top Sells

1
+$860K
2
+$573K
3
+$359K
4
FSYS
FUEL SYSTEMS SOLUTIONS INC COM STK
FSYS
+$277K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$264K

Sector Composition

1 Financials 6.81%
2 Technology 6.61%
3 Industrials 5.81%
4 Healthcare 3.96%
5 Energy 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9K 0.01%
128
402
$9K 0.01%
780
+8
403
$9K 0.01%
334
404
$9K 0.01%
128
405
$9K 0.01%
106
406
$9K 0.01%
196
407
$9K 0.01%
+75
408
$9K 0.01%
200
409
$9K 0.01%
516
410
$9K 0.01%
1,285
-9
411
$9K 0.01%
295
+1
412
$9K 0.01%
670
413
$9K 0.01%
468
-18
414
$9K 0.01%
615
415
$8K 0.01%
315
416
$8K 0.01%
120
417
$8K 0.01%
177
+1
418
$8K 0.01%
+77
419
$8K 0.01%
50
420
$8K 0.01%
500
421
$8K 0.01%
405
422
$8K 0.01%
+200
423
$8K 0.01%
+85
424
$8K 0.01%
100
425
$8K 0.01%
166
+3
15 16
17
18 19