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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$5.31M
3
+$5.07M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$5.03M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 4.62%
3 Industrials 4.34%
4 Healthcare 3.96%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5K ﹤0.01%
+400
452
$5K ﹤0.01%
+100
453
$5K ﹤0.01%
+465
454
$5K ﹤0.01%
+131
455
$5K ﹤0.01%
+200
456
$5K ﹤0.01%
+89
457
$5K ﹤0.01%
+67
458
$5K ﹤0.01%
+120
459
$5K ﹤0.01%
+125
460
$5K ﹤0.01%
+150
461
$4K ﹤0.01%
+160
462
$4K ﹤0.01%
+67
463
$4K ﹤0.01%
+300
464
$4K ﹤0.01%
+1,380
465
$4K ﹤0.01%
+150
466
$4K ﹤0.01%
+377
467
$4K ﹤0.01%
+135
468
$4K ﹤0.01%
+200
469
$4K ﹤0.01%
+96
470
$4K ﹤0.01%
+365
471
$4K ﹤0.01%
+1
472
$4K ﹤0.01%
+105
473
$4K ﹤0.01%
+102
474
$4K ﹤0.01%
+155
475
$4K ﹤0.01%
+50
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