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
$513M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.64M
3
+$1.52M
4
VTV icon
Vanguard Value ETF
VTV
+$1.39M
5
KMI icon
Kinder Morgan
KMI
+$977K

Top Sells

1
+$1.42M
2
+$939K
3
+$795K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$628K
5
AAPL icon
Apple
AAPL
+$541K

Sector Composition

1 Technology 5.08%
2 Financials 4%
3 Consumer Discretionary 2.75%
4 Healthcare 2.62%
5 Communication Services 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$30K 0.01%
400
402
$28K 0.01%
143
+5
403
$28K 0.01%
193
-11
404
$28K 0.01%
385
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405
$27K 0.01%
564
-58
406
$27K 0.01%
543
+100
407
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257
+1
408
$27K 0.01%
282
409
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410
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488
411
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421
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412
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111
413
$27K 0.01%
185
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414
$26K 0.01%
837
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415
$26K 0.01%
+55
416
$26K 0.01%
54
+45
417
$26K 0.01%
494
418
$26K 0.01%
100
419
$25K ﹤0.01%
170
420
$25K ﹤0.01%
195
+100
421
$25K ﹤0.01%
279
422
$25K ﹤0.01%
316
+100
423
$25K ﹤0.01%
788
424
$25K ﹤0.01%
261
425
$25K ﹤0.01%
+129
15 16
17
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