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
$218M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.19M
3
+$2.98M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.41M

Top Sells

1
+$2.03M
2
+$1.08M
3
+$747K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$483K
5
DHI icon
D.R. Horton
DHI
+$275K

Sector Composition

1 Financials 8.6%
2 Industrials 5.44%
3 Technology 5.07%
4 Healthcare 4.74%
5 Energy 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K 0.01%
279
402
$14K 0.01%
444
403
$14K 0.01%
254
404
$14K 0.01%
+21,150
405
$14K 0.01%
306
406
$13K 0.01%
1,000
407
$13K 0.01%
292
+2
408
$13K 0.01%
437
409
$13K 0.01%
150
410
$13K 0.01%
362
411
$13K 0.01%
814
412
$12K 0.01%
615
413
$12K 0.01%
1,392
+6
414
$12K 0.01%
208
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415
$12K 0.01%
255
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416
$12K 0.01%
300
417
$12K 0.01%
+200
418
$12K 0.01%
147
419
$12K 0.01%
243
420
$12K 0.01%
725
421
$11K 0.01%
336
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422
$11K 0.01%
520
423
$11K 0.01%
125
424
$11K 0.01%
264
425
$11K 0.01%
478
15 16
17
18 19