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
$228M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$463K
3
+$441K
4
SLB icon
SLB Ltd
SLB
+$413K
5
BND icon
Vanguard Total Bond Market
BND
+$354K

Top Sells

1
+$471K
2
+$326K
3
+$305K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$222K
5
NVDA icon
NVIDIA
NVDA
+$185K

Sector Composition

1 Financials 8.73%
2 Technology 5.28%
3 Industrials 5.14%
4 Healthcare 4.61%
5 Energy 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$15K 0.01%
214
402
$15K 0.01%
306
403
$15K 0.01%
362
404
$14K 0.01%
734
+11
405
$14K 0.01%
1,398
+6
406
$14K 0.01%
511
407
$14K 0.01%
1,000
408
$14K 0.01%
500
409
$14K 0.01%
1,050
410
$13K 0.01%
235
411
$13K 0.01%
200
412
$13K 0.01%
1,039
+785
413
$13K 0.01%
116
414
$13K 0.01%
300
415
$13K 0.01%
405
416
$13K 0.01%
202
+2
417
$13K 0.01%
243
418
$13K 0.01%
721
+278
419
$12K 0.01%
615
420
$12K 0.01%
208
421
$12K 0.01%
125
422
$12K 0.01%
478
423
$12K 0.01%
324
+1
424
$12K 0.01%
300
425
$12K 0.01%
147
15 16
17
18 19