FWM
Focused Wealth Management Portfolio holdings
AUM
$819M
1-Year Return
16.9%
This Quarter Return
+3.94%
1 Year Return
+16.9%
3 Year Return
+58.23%
5 Year Return
+83.58%
10 Year Return
+159.12%
AUM
$300M
AUM Growth
+$32M
(+12%)
Cap. Flow
+$23.5M
Cap. Flow
% of AUM
7.85%
Top 10 Holdings %
Top 10 Hldgs %
49.24%
Holding
768
New
30
Increased
259
Reduced
96
Closed
92
Top Buys
| 1 |
Vanguard High Dividend Yield ETF
VYM
|
+$8.62M |
| 2 |
SPDR Euro Stoxx 50 ETF
FEZ
|
+$6.8M |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$1.76M |
| 4 |
Vanguard Total Bond Market
BND
|
+$1.73M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$1.59M |
Top Sells
| 1 |
iShares MSCI United Kingdom ETF
EWU
|
+$3.43M |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
+$1.81M |
| 3 |
American International
AIG
|
+$1.49M |
| 4 |
Target
TGT
|
+$769K |
| 5 |
HP
HPQ
|
+$370K |
Sector Composition
| 1 | Financials | 8.43% |
| 2 | Healthcare | 4.75% |
| 3 | Technology | 4.24% |
| 4 | Industrials | 3.31% |
| 5 | Communication Services | 2.63% |
