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
$608M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.78M
3
+$2.91M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.88M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.25M

Top Sells

1
+$9.09M
2
+$8.62M
3
+$2.95M
4
VTV icon
Vanguard Value ETF
VTV
+$1.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M

Sector Composition

1 Technology 5.95%
2 Financials 4.11%
3 Communication Services 2.87%
4 Consumer Discretionary 2.33%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$18K ﹤0.01%
1,500
452
$18K ﹤0.01%
234
453
$17.9K ﹤0.01%
497
+30
454
$17.9K ﹤0.01%
214
455
$17.8K ﹤0.01%
115
-75
456
$17.8K ﹤0.01%
2,000
457
$17.7K ﹤0.01%
102
-6
458
$17.4K ﹤0.01%
340
-15
459
$17.4K ﹤0.01%
615
460
$17.1K ﹤0.01%
252
+3
461
$16.7K ﹤0.01%
165
462
$16.7K ﹤0.01%
22
463
$16.5K ﹤0.01%
459
-137
464
$16.5K ﹤0.01%
400
465
$16.4K ﹤0.01%
474
+1
466
$16.4K ﹤0.01%
575
467
$16.4K ﹤0.01%
342
+1
468
$16.3K ﹤0.01%
114
+1
469
$15.9K ﹤0.01%
592
470
$15.9K ﹤0.01%
120
+1
471
$15.9K ﹤0.01%
1,086
+5
472
$15.6K ﹤0.01%
1,022
473
$15.5K ﹤0.01%
216
474
$15K ﹤0.01%
121
475
$14.8K ﹤0.01%
313
+7
17 18
19
20 21