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
$237M
AUM Growth
+$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$6.29M
3
+$2.39M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$952K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$605K

Top Sells

1
+$9.87M
2
+$2.84M
3
+$1.44M
4
BND icon
Vanguard Total Bond Market
BND
+$997K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$629K

Sector Composition

1 Financials 10.64%
2 Industrials 5.14%
3 Technology 5%
4 Healthcare 4.71%
5 Energy 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$15K 0.01%
+800
427
$15K 0.01%
16
-2
428
$15K 0.01%
362
429
$14K 0.01%
511
430
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500
431
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204
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432
$14K 0.01%
400
-81,078
433
$13K 0.01%
292
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434
$13K 0.01%
80
-16
435
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208
436
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125
437
$13K 0.01%
325
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438
$13K 0.01%
300
439
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404
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$13K 0.01%
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441
$13K 0.01%
147
442
$12K 0.01%
559
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443
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400
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444
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445
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446
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478
447
$12K 0.01%
390
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448
$12K 0.01%
300
449
$12K 0.01%
309
450
$12K 0.01%
437
16 17
18
19 20