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
$288M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Sector Composition

1 Financials 5.54%
2 Healthcare 3.91%
3 Technology 3.04%
4 Industrials 2.96%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$9K ﹤0.01%
57
452
$9K ﹤0.01%
100
453
$9K ﹤0.01%
375
454
$9K ﹤0.01%
200
455
$9K ﹤0.01%
242
456
$9K ﹤0.01%
243
457
$9K ﹤0.01%
623
-300
458
$8K ﹤0.01%
400
459
$8K ﹤0.01%
413
460
$8K ﹤0.01%
744
+7
461
$8K ﹤0.01%
675
462
$7K ﹤0.01%
75
463
$7K ﹤0.01%
408
464
$7K ﹤0.01%
1,045
465
$7K ﹤0.01%
258
466
$7K ﹤0.01%
92
467
$7K ﹤0.01%
253
468
$7K ﹤0.01%
63
469
$7K ﹤0.01%
100
470
$7K ﹤0.01%
124
471
$7K ﹤0.01%
391
472
$7K ﹤0.01%
100
473
$7K ﹤0.01%
55
474
$7K ﹤0.01%
437
475
$7K ﹤0.01%
775