FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$986K
3
+$963K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$784K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$663K

Top Sells

1
+$1.99M
2
+$670K
3
+$456K
4
AIG icon
American International
AIG
+$251K
5
WMT icon
Walmart Inc
WMT
+$238K

Sector Composition

1 Financials 9.62%
2 Industrials 6.23%
3 Technology 4.78%
4 Healthcare 4.19%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7K ﹤0.01%
+170
452
$7K ﹤0.01%
100
+1
453
$7K ﹤0.01%
812
454
$7K ﹤0.01%
63
455
$7K ﹤0.01%
182
+1
456
$7K ﹤0.01%
55
+40
457
$7K ﹤0.01%
124
458
$7K ﹤0.01%
57
459
$7K ﹤0.01%
+25
460
$7K ﹤0.01%
224
+1
461
$7K ﹤0.01%
200
462
$7K ﹤0.01%
405
-3,750
463
$7K ﹤0.01%
100
464
$7K ﹤0.01%
152
465
$7K ﹤0.01%
133
+1
466
$7K ﹤0.01%
494
467
$7K ﹤0.01%
503
+53
468
$7K ﹤0.01%
340
469
$7K ﹤0.01%
443
470
$6K ﹤0.01%
368
471
$6K ﹤0.01%
310
472
$6K ﹤0.01%
100
473
$6K ﹤0.01%
183
474
$6K ﹤0.01%
110
475
$6K ﹤0.01%
100
17 18
19
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