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
$152M
AUM Growth
-$8.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1 +$5.01M
2 +$761K
3 +$721K
4
GE icon
GE Aerospace
GE
+$698K
5
VHT icon
Vanguard Health Care ETF
VHT
+$627K

Sector Composition

1 Financials 9.84%
2 Industrials 6.54%
3 Technology 5.28%
4 Healthcare 4.52%
5 Energy 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$8K 0.01%
197
+37
427
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427
428
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+610
429
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300
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495
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431
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302
+1
432
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165
433
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420
+5
434
$8K 0.01%
132
+2
435
$8K 0.01%
166
436
$7K ﹤0.01%
175
437
$7K ﹤0.01%
122
438
$7K ﹤0.01%
236
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175
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450
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12,000
446
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200
447
$7K ﹤0.01%
+405
448
$7K ﹤0.01%
+58
449
$7K ﹤0.01%
65
450
$7K ﹤0.01%
152