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
$123M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.71M
3
+$1.64M
4
ARI
Apollo Commercial Real Estate
ARI
+$705K
5
BAC icon
Bank of America
BAC
+$404K

Top Sells

1
+$4.15M
2
+$4.15M
3
+$2.56M
4
CSCO icon
Cisco
CSCO
+$251K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$190K

Sector Composition

1 Financials 11.25%
2 Industrials 7.78%
3 Technology 6.78%
4 Healthcare 4.99%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10K 0.01%
289
427
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298
+1
428
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208
429
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500
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3,211
431
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432
432
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725
433
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133
434
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125
435
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436
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76
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437
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438
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1,285
439
$9K 0.01%
404
440
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750
441
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310
442
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+250
443
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334
444
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488
445
$8K 0.01%
179
+1
446
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447
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250
448
$8K 0.01%
397
-700
449
$8K 0.01%
405
450
$8K 0.01%
196
16 17
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