FWM

Focused Wealth Management Portfolio holdings

AUM $957M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
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
+$7.41M
2
+$5.17M
3
+$5M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$4.79M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.06M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 4.62%
3 Industrials 4.35%
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%
+100
452
$5K ﹤0.01%
+112
453
$5K ﹤0.01%
+100
454
$5K ﹤0.01%
+400
455
$5K ﹤0.01%
+12,000
456
$5K ﹤0.01%
+120
457
$5K ﹤0.01%
+180
458
$5K ﹤0.01%
+152
459
$5K ﹤0.01%
+164
460
$5K ﹤0.01%
+362
461
$4K ﹤0.01%
+140
462
$4K ﹤0.01%
+155
463
$4K ﹤0.01%
+102
464
$4K ﹤0.01%
+200
465
$4K ﹤0.01%
+135
466
$4K ﹤0.01%
+377
467
$4K ﹤0.01%
+67
468
$4K ﹤0.01%
+174
469
$4K ﹤0.01%
+183
470
$4K ﹤0.01%
+206
471
$4K ﹤0.01%
+182
472
$4K ﹤0.01%
+112
473
$4K ﹤0.01%
+156
474
$4K ﹤0.01%
+50
475
$4K ﹤0.01%
+105
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