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
$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
WMT
+$238K

Sector Composition

1 Financials 9.62%
2 Industrials 6.22%
3 Technology 4.79%
4 Healthcare 4.16%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K 0.01%
60
-33
427
$9K 0.01%
165
428
$9K 0.01%
415
+5
429
$9K 0.01%
+1,114
430
$8K ﹤0.01%
175
431
$8K ﹤0.01%
1,408
432
$8K ﹤0.01%
105
-290
433
$8K ﹤0.01%
175
434
$8K ﹤0.01%
100
435
$8K ﹤0.01%
696
+4
436
$8K ﹤0.01%
160
437
$8K ﹤0.01%
405
438
$8K ﹤0.01%
200
439
$8K ﹤0.01%
65
440
$8K ﹤0.01%
301
+1
441
$8K ﹤0.01%
50
442
$8K ﹤0.01%
404
443
$8K ﹤0.01%
100
444
$8K ﹤0.01%
100
445
$8K ﹤0.01%
130
446
$8K ﹤0.01%
166
-166
447
$7K ﹤0.01%
122
448
$7K ﹤0.01%
500
449
$7K ﹤0.01%
236
450
$7K ﹤0.01%
+170
16 17
18
19 20