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
$183M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.96M
3
+$4.32M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.22M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.71M

Top Sells

1
+$7.54M
2
+$7.33M
3
+$2.75M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.71M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.62M

Sector Composition

1 Financials 8.4%
2 Industrials 5.46%
3 Technology 5.24%
4 Healthcare 4.85%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9K ﹤0.01%
150
402
$9K ﹤0.01%
138
403
$9K ﹤0.01%
120
+89
404
$9K ﹤0.01%
253
405
$9K ﹤0.01%
324
-378
406
$9K ﹤0.01%
289
407
$9K ﹤0.01%
427
408
$9K ﹤0.01%
750
409
$9K ﹤0.01%
300
410
$9K ﹤0.01%
175
411
$9K ﹤0.01%
1,000
412
$9K ﹤0.01%
200
413
$9K ﹤0.01%
77
-23,193
414
$9K ﹤0.01%
+75
415
$9K ﹤0.01%
306
+2
416
$9K ﹤0.01%
219
417
$9K ﹤0.01%
106
418
$9K ﹤0.01%
192
+5
419
$9K ﹤0.01%
620
420
$8K ﹤0.01%
+80
421
$8K ﹤0.01%
122
422
$8K ﹤0.01%
504
423
$8K ﹤0.01%
785
424
$8K ﹤0.01%
50
425
$8K ﹤0.01%
200
15 16
17
18 19