FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
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 +$5.26M
2 +$3.21M
3 +$788K
4
BAC icon
Bank of America
BAC
+$778K
5
GE icon
GE Aerospace
GE
+$708K

Sector Composition

1 Financials 9.84%
2 Industrials 6.55%
3 Technology 5.27%
4 Healthcare 4.55%
5 Energy 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$8K 0.01%
125
+25
427
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197
+37
428
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427
429
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+610
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300
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495
+90
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420
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$7K ﹤0.01%
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