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
$173M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
777
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.49M
3
+$1.16M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$703K
5
CS
Credit Suisse Group
CS
+$524K

Top Sells

1
+$1.03M
2
+$597K
3
+$542K
4
IDV icon
iShares International Select Dividend ETF
IDV
+$501K
5
EXG icon
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
+$457K

Sector Composition

1 Financials 10.16%
2 Industrials 7.07%
3 Technology 4.71%
4 Healthcare 4.64%
5 Energy 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K 0.01%
187
+3
427
$8K ﹤0.01%
122
428
$8K ﹤0.01%
150
429
$8K ﹤0.01%
2,216
430
$8K ﹤0.01%
504
431
$8K ﹤0.01%
393
-2,109
432
$8K ﹤0.01%
125
433
$8K ﹤0.01%
450
434
$8K ﹤0.01%
30
-67
435
$8K ﹤0.01%
750
436
$8K ﹤0.01%
300
437
$8K ﹤0.01%
300
438
$8K ﹤0.01%
412
+7
439
$8K ﹤0.01%
65
440
$8K ﹤0.01%
167
441
$8K ﹤0.01%
50
442
$8K ﹤0.01%
106
443
$8K ﹤0.01%
100
444
$8K ﹤0.01%
500
445
$8K ﹤0.01%
620
446
$8K ﹤0.01%
134
+2
447
$8K ﹤0.01%
115
+68
448
$8K ﹤0.01%
166
449
$7K ﹤0.01%
64
-56
450
$7K ﹤0.01%
170
16 17
18
19 20