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
$160M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.71M
3
+$2.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.25M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$274K
4
GE icon
GE Aerospace
GE
+$197K
5
AIG icon
American International
AIG
+$155K

Sector Composition

1 Financials 9.77%
2 Industrials 6.51%
3 Technology 4.8%
4 Healthcare 4.53%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$8K ﹤0.01%
1,408
-500
452
$8K ﹤0.01%
+100
453
$8K ﹤0.01%
812
454
$8K ﹤0.01%
692
+4
455
$8K ﹤0.01%
133
456
$8K ﹤0.01%
405
457
$8K ﹤0.01%
196
458
$8K ﹤0.01%
300
459
$8K ﹤0.01%
714
460
$8K ﹤0.01%
65
461
$8K ﹤0.01%
152
462
$8K ﹤0.01%
167
-41
463
$8K ﹤0.01%
100
464
$8K ﹤0.01%
494
465
$8K ﹤0.01%
125
466
$8K ﹤0.01%
130
467
$7K ﹤0.01%
64
468
$7K ﹤0.01%
500
469
$7K ﹤0.01%
236
470
$7K ﹤0.01%
63
471
$7K ﹤0.01%
+706
472
$7K ﹤0.01%
181
+1
473
$7K ﹤0.01%
124
-200
474
$7K ﹤0.01%
57
475
$7K ﹤0.01%
160
17 18
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