FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$986K
3
+$963K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$784K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$663K

Top Sells

1
+$1.99M
2
+$670K
3
+$456K
4
AIG icon
American International
AIG
+$251K
5
WMT icon
Walmart Inc
WMT
+$238K

Sector Composition

1 Financials 9.62%
2 Industrials 6.23%
3 Technology 4.78%
4 Healthcare 4.19%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K 0.01%
614
-593
427
$9K 0.01%
60
-33
428
$9K 0.01%
165
429
$9K 0.01%
415
+5
430
$9K 0.01%
+1,114
431
$8K ﹤0.01%
175
432
$8K ﹤0.01%
1,408
433
$8K ﹤0.01%
105
-290
434
$8K ﹤0.01%
175
435
$8K ﹤0.01%
100
436
$8K ﹤0.01%
696
+4
437
$8K ﹤0.01%
160
438
$8K ﹤0.01%
405
439
$8K ﹤0.01%
200
440
$8K ﹤0.01%
65
441
$8K ﹤0.01%
301
+1
442
$8K ﹤0.01%
50
443
$8K ﹤0.01%
404
444
$8K ﹤0.01%
100
445
$8K ﹤0.01%
100
446
$8K ﹤0.01%
130
447
$8K ﹤0.01%
166
-166
448
$7K ﹤0.01%
122
449
$7K ﹤0.01%
500
450
$7K ﹤0.01%
236
16 17
18
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