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
$228M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$463K
3
+$441K
4
SLB icon
SLB Ltd
SLB
+$413K
5
BND icon
Vanguard Total Bond Market
BND
+$354K

Top Sells

1
+$471K
2
+$326K
3
+$305K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$222K
5
NVDA icon
NVIDIA
NVDA
+$185K

Sector Composition

1 Financials 8.73%
2 Technology 5.28%
3 Industrials 5.14%
4 Healthcare 4.61%
5 Energy 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$9K ﹤0.01%
558
452
$9K ﹤0.01%
139
+1
453
$9K ﹤0.01%
785
454
$9K ﹤0.01%
83
455
$9K ﹤0.01%
308
456
$9K ﹤0.01%
183
-53
457
$9K ﹤0.01%
404
458
$9K ﹤0.01%
100
459
$8K ﹤0.01%
122
460
$8K ﹤0.01%
28
461
$8K ﹤0.01%
1,816
462
$8K ﹤0.01%
296
+246
463
$8K ﹤0.01%
812
464
$8K ﹤0.01%
50
465
$8K ﹤0.01%
427
466
$8K ﹤0.01%
175
467
$8K ﹤0.01%
610
468
$8K ﹤0.01%
300
469
$8K ﹤0.01%
380
-84
470
$8K ﹤0.01%
74
471
$8K ﹤0.01%
62
472
$8K ﹤0.01%
242
473
$8K ﹤0.01%
8
474
$8K ﹤0.01%
50
475
$8K ﹤0.01%
1,210
-80
17 18
19
20 21