FWM

Focused Wealth Management Portfolio holdings

AUM $957M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
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%
197
+37
427
$8K 0.01%
+610
428
$8K 0.01%
165
429
$8K 0.01%
420
+5
430
$8K 0.01%
132
+2
431
$8K 0.01%
166
432
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+150
433
$8K 0.01%
427
434
$8K 0.01%
300
435
$8K 0.01%
495
+90
436
$8K 0.01%
302
+1
437
$7K ﹤0.01%
175
438
$7K ﹤0.01%
122
439
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57
440
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432
441
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12,000
442
$7K ﹤0.01%
200
443
$7K ﹤0.01%
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444
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445
$7K ﹤0.01%
65
446
$7K ﹤0.01%
152
447
$7K ﹤0.01%
500
448
$7K ﹤0.01%
404
449
$7K ﹤0.01%
133
450
$7K ﹤0.01%
2,592