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
$608M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.78M
3
+$2.91M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.88M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.25M

Top Sells

1
+$9.09M
2
+$8.62M
3
+$2.95M
4
VTV icon
Vanguard Value ETF
VTV
+$1.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M

Sector Composition

1 Technology 5.95%
2 Financials 4.11%
3 Communication Services 2.87%
4 Consumer Discretionary 2.33%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$25.9K ﹤0.01%
477
-328
402
$25.9K ﹤0.01%
100
403
$25.9K ﹤0.01%
10
404
$25.8K ﹤0.01%
168
405
$25.5K ﹤0.01%
389
406
$25.4K ﹤0.01%
4,002
407
$25.4K ﹤0.01%
551
+1
408
$25.1K ﹤0.01%
392
409
$25.1K ﹤0.01%
519
+4
410
$25.1K ﹤0.01%
3,308
+44
411
$24.9K ﹤0.01%
1,727
+8
412
$24.9K ﹤0.01%
946
413
$24.5K ﹤0.01%
170
414
$24.4K ﹤0.01%
100
415
$24.3K ﹤0.01%
244
+237
416
$24.2K ﹤0.01%
216
+2
417
$24.2K ﹤0.01%
147
418
$24.1K ﹤0.01%
730
-44
419
$24K ﹤0.01%
647
-27,196
420
$23.9K ﹤0.01%
164
+2
421
$23.6K ﹤0.01%
295
+5
422
$22.9K ﹤0.01%
+1,687
423
$22.8K ﹤0.01%
200
424
$22.7K ﹤0.01%
987
-11
425
$22.2K ﹤0.01%
367
15 16
17
18 19