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
$255M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.43M
3
+$3M
4
BND icon
Vanguard Total Bond Market
BND
+$2.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.87M

Top Sells

1
+$5.7M
2
+$1.96M
3
+$1.83M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.61M
5
UNH icon
UnitedHealth
UNH
+$492K

Sector Composition

1 Financials 9.88%
2 Technology 4.73%
3 Healthcare 4.39%
4 Industrials 4.22%
5 Energy 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$16K 0.01%
235
402
$16K 0.01%
700
403
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500
404
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150
405
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600
406
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214
407
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511
408
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409
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410
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2,400
411
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728
412
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1,580
413
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330
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414
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415
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206
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416
$14K 0.01%
119
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417
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106
418
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757
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419
$14K 0.01%
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420
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117
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424
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208
425
$13K 0.01%
125
15 16
17
18 19