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
$476M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$4.59M
3
+$3.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.06M

Top Sells

1
+$20.5M
2
+$13.9M
3
+$6.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.17M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.82M

Sector Composition

1 Technology 4.88%
2 Financials 3.73%
3 Consumer Discretionary 3.07%
4 Communication Services 2.23%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$13K ﹤0.01%
572
+16
452
$13K ﹤0.01%
150
453
$12K ﹤0.01%
1,169
454
$12K ﹤0.01%
245
+2
455
$12K ﹤0.01%
466
+1
456
$12K ﹤0.01%
234
457
$12K ﹤0.01%
244
-126
458
$12K ﹤0.01%
144
459
$12K ﹤0.01%
148
+1
460
$12K ﹤0.01%
639
461
$12K ﹤0.01%
1,040
+15
462
$12K ﹤0.01%
52
+1
463
$12K ﹤0.01%
1,219
+15
464
$11K ﹤0.01%
953
465
$11K ﹤0.01%
74
466
$11K ﹤0.01%
24
467
$11K ﹤0.01%
241
468
$11K ﹤0.01%
+2,000
469
$11K ﹤0.01%
300
470
$11K ﹤0.01%
6,999
-1
471
$11K ﹤0.01%
1,580
472
$11K ﹤0.01%
229
-47,514
473
$11K ﹤0.01%
225
474
$11K ﹤0.01%
1,200
+700
475
$11K ﹤0.01%
1,703
17 18
19
20 21