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
$513M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.64M
3
+$1.52M
4
VTV icon
Vanguard Value ETF
VTV
+$1.39M
5
KMI icon
Kinder Morgan
KMI
+$977K

Top Sells

1
+$1.42M
2
+$939K
3
+$795K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$628K
5
AAPL icon
Apple
AAPL
+$541K

Sector Composition

1 Technology 5.08%
2 Financials 4%
3 Consumer Discretionary 2.75%
4 Healthcare 2.62%
5 Communication Services 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$19K ﹤0.01%
28
452
$19K ﹤0.01%
472
-248
453
$19K ﹤0.01%
193
-43
454
$19K ﹤0.01%
200
455
$18K ﹤0.01%
294
456
$18K ﹤0.01%
298
457
$18K ﹤0.01%
1,759
+7
458
$18K ﹤0.01%
443
-407
459
$18K ﹤0.01%
400
460
$18K ﹤0.01%
425
-4,050
461
$18K ﹤0.01%
200
462
$18K ﹤0.01%
1,144
-1,144
463
$17K ﹤0.01%
438
464
$17K ﹤0.01%
144
-1
465
$17K ﹤0.01%
+350
466
$17K ﹤0.01%
318
-53
467
$17K ﹤0.01%
400
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468
$17K ﹤0.01%
449
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469
$16K ﹤0.01%
75
-11
470
$16K ﹤0.01%
340
471
$16K ﹤0.01%
513
-32
472
$16K ﹤0.01%
89
-32
473
$16K ﹤0.01%
270
-71
474
$16K ﹤0.01%
287
-5
475
$16K ﹤0.01%
+5,000
17 18
19
20 21