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
$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 6.55%
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
431
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495
+90
432
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302
+1
433
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165
434
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420
+5
435
$8K 0.01%
132
+2
436
$8K 0.01%
166
437
$7K ﹤0.01%
175
438
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439
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236
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450
444
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57
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446
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12,000
447
$7K ﹤0.01%
200
448
$7K ﹤0.01%
+405
449
$7K ﹤0.01%
+58
450
$7K ﹤0.01%
65