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
$218M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.19M
3
+$2.98M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.41M

Top Sells

1
+$2.03M
2
+$1.08M
3
+$747K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$483K
5
DHI icon
D.R. Horton
DHI
+$275K

Sector Composition

1 Financials 8.6%
2 Industrials 5.44%
3 Technology 5.07%
4 Healthcare 4.74%
5 Energy 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9K ﹤0.01%
750
452
$9K ﹤0.01%
175
453
$9K ﹤0.01%
1,000
454
$9K ﹤0.01%
200
455
$9K ﹤0.01%
166
456
$8K ﹤0.01%
175
457
$8K ﹤0.01%
122
458
$8K ﹤0.01%
785
459
$8K ﹤0.01%
100
-100
460
$8K ﹤0.01%
427
461
$8K ﹤0.01%
610
462
$8K ﹤0.01%
300
463
$8K ﹤0.01%
308
-208
464
$8K ﹤0.01%
74
-50
465
$8K ﹤0.01%
62
-15
466
$8K ﹤0.01%
404
467
$8K ﹤0.01%
441
+7
468
$8K ﹤0.01%
100
469
$8K ﹤0.01%
1,290
470
$8K ﹤0.01%
134
471
$8K ﹤0.01%
+42
472
$7K ﹤0.01%
64
473
$7K ﹤0.01%
310
474
$7K ﹤0.01%
812
475
$7K ﹤0.01%
63
17 18
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