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
$123M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.71M
3
+$1.67M
4
ARI
Apollo Commercial Real Estate
ARI
+$742K
5
BAC icon
Bank of America
BAC
+$377K

Top Sells

1
+$4.3M
2
+$4.2M
3
+$2.66M
4
CSCO icon
Cisco
CSCO
+$251K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$197K

Sector Composition

1 Financials 11.25%
2 Industrials 7.79%
3 Technology 6.77%
4 Healthcare 5.03%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$12K 0.01%
840
402
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621
403
$11K 0.01%
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404
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406
405
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406
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235
407
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408
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409
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440
410
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95
411
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413
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736
414
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415
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100
416
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417
$11K 0.01%
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418
$11K 0.01%
80
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$10K 0.01%
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420
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200
421
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50
422
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423
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$10K 0.01%
516
425
$10K 0.01%
289
15 16
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