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
$117M
AUM Growth
-$560K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
688
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$1.41M
3
+$748K
4
VHT icon
Vanguard Health Care ETF
VHT
+$682K
5
CSCO icon
Cisco
CSCO
+$640K

Top Sells

1
+$4.19M
2
+$2.12M
3
+$2.09M
4
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$820K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$534K

Sector Composition

1 Financials 7.97%
2 Industrials 7.08%
3 Technology 6.64%
4 Healthcare 4.62%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$8K 0.01%
494
427
$8K 0.01%
100
-100
428
$8K 0.01%
80
429
$7K 0.01%
500
430
$7K 0.01%
+310
431
$7K 0.01%
300
432
$7K 0.01%
151
433
$7K 0.01%
100
434
$7K 0.01%
183
435
$7K 0.01%
678
+4
436
$7K 0.01%
57
437
$7K 0.01%
133
438
$7K 0.01%
+125
439
$7K 0.01%
175
440
$7K 0.01%
152
441
$7K 0.01%
130
442
$7K 0.01%
181
443
$7K 0.01%
188
444
$7K 0.01%
300
445
$7K 0.01%
+600
446
$6K 0.01%
150
-150
447
$6K 0.01%
300
-900
448
$6K 0.01%
300
-15
449
$6K 0.01%
236
450
$6K 0.01%
812
16 17
18
19 20