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

Top Buys

1
+$5.43M
2
+$3.14M
3
+$2.91M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.91M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.39M

Top Sells

1
+$2.03M
2
+$1.07M
3
+$730K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$479K
5
DHI icon
D.R. Horton
DHI
+$265K

Sector Composition

1 Financials 8.6%
2 Industrials 5.52%
3 Technology 4.98%
4 Healthcare 4.76%
5 Energy 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K 0.01%
200
402
$14K 0.01%
116
-151
403
$14K 0.01%
500
404
$14K 0.01%
254
405
$14K 0.01%
+21,150
406
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306
407
$13K 0.01%
437
408
$13K 0.01%
150
409
$13K 0.01%
814
410
$13K 0.01%
1,000
411
$13K 0.01%
292
+2
412
$13K 0.01%
362
413
$12K 0.01%
208
+1
414
$12K 0.01%
255
+2
415
$12K 0.01%
900
416
$12K 0.01%
+200
417
$12K 0.01%
243
418
$12K 0.01%
725
419
$12K 0.01%
615
420
$12K 0.01%
1,392
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421
$12K 0.01%
147
422
$11K 0.01%
336
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423
$11K 0.01%
520
424
$11K 0.01%
125
425
$11K 0.01%
264
15 16
17
18 19