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
$160M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.71M
3
+$2.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.25M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$274K
4
GE icon
GE Aerospace
GE
+$197K
5
AIG icon
American International
AIG
+$155K

Sector Composition

1 Financials 9.77%
2 Industrials 6.51%
3 Technology 4.8%
4 Healthcare 4.53%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$12K 0.01%
335
+195
402
$12K 0.01%
200
403
$12K 0.01%
729
404
$11K 0.01%
926
405
$11K 0.01%
528
406
$11K 0.01%
620
407
$11K 0.01%
+500
408
$11K 0.01%
106
409
$11K 0.01%
344
410
$11K 0.01%
77
411
$11K 0.01%
147
412
$11K 0.01%
175
413
$11K 0.01%
736
414
$11K 0.01%
750
415
$11K 0.01%
50
416
$11K 0.01%
200
417
$11K 0.01%
397
-591
418
$11K 0.01%
100
419
$11K 0.01%
204
420
$11K 0.01%
362
+1
421
$10K 0.01%
+83
422
$10K 0.01%
+145
423
$10K 0.01%
504
424
$10K 0.01%
253
425
$10K 0.01%
427
15 16
17
18 19