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
$255M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.43M
3
+$3M
4
BND icon
Vanguard Total Bond Market
BND
+$2.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.87M

Top Sells

1
+$5.7M
2
+$1.96M
3
+$1.83M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.61M
5
UNH icon
UnitedHealth
UNH
+$492K

Sector Composition

1 Financials 9.88%
2 Technology 4.73%
3 Healthcare 4.39%
4 Industrials 4.22%
5 Energy 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$10K ﹤0.01%
324
452
$10K ﹤0.01%
309
453
$10K ﹤0.01%
750
454
$10K ﹤0.01%
300
455
$10K ﹤0.01%
130
456
$10K ﹤0.01%
200
457
$10K ﹤0.01%
308
458
$10K ﹤0.01%
183
459
$10K ﹤0.01%
614
460
$10K ﹤0.01%
243
461
$9K ﹤0.01%
100
462
$9K ﹤0.01%
166
-126
463
$9K ﹤0.01%
122
464
$9K ﹤0.01%
310
465
$9K ﹤0.01%
785
466
$9K ﹤0.01%
56
467
$9K ﹤0.01%
437
468
$9K ﹤0.01%
300
469
$9K ﹤0.01%
200
470
$9K ﹤0.01%
200
471
$9K ﹤0.01%
9,500
472
$9K ﹤0.01%
100
473
$9K ﹤0.01%
33
474
$9K ﹤0.01%
1,210
475
$9K ﹤0.01%
773
-1,220
17 18
19
20 21