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
$608M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.78M
3
+$2.91M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.88M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.25M

Top Sells

1
+$9.09M
2
+$8.62M
3
+$2.95M
4
VTV icon
Vanguard Value ETF
VTV
+$1.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M

Sector Composition

1 Technology 5.95%
2 Financials 4.11%
3 Communication Services 2.87%
4 Consumer Discretionary 2.33%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$21.9K ﹤0.01%
338
427
$21.7K ﹤0.01%
124
428
$21.6K ﹤0.01%
53
429
$21.5K ﹤0.01%
1,559
-630
430
$21.5K ﹤0.01%
176
431
$21.1K ﹤0.01%
273
-335
432
$20.7K ﹤0.01%
246
433
$20.6K ﹤0.01%
736
-195
434
$20.6K ﹤0.01%
3,667
435
$20.5K ﹤0.01%
511
+74
436
$20.3K ﹤0.01%
297
+2
437
$20.1K ﹤0.01%
420
+6
438
$19.7K ﹤0.01%
78
439
$19.5K ﹤0.01%
601
+1
440
$19.4K ﹤0.01%
208
441
$19.3K ﹤0.01%
175
442
$19K ﹤0.01%
130
-50
443
$18.9K ﹤0.01%
286
+1
444
$18.7K ﹤0.01%
306
+1
445
$18.6K ﹤0.01%
858
+14
446
$18.3K ﹤0.01%
300
447
$18.3K ﹤0.01%
102
448
$18.2K ﹤0.01%
298
449
$18.2K ﹤0.01%
674
+376
450
$18.1K ﹤0.01%
932
16 17
18
19 20