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
$160M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.71M
3
+$2.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.25M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$274K
4
GE icon
GE Aerospace
GE
+$197K
5
AIG icon
American International
AIG
+$155K

Sector Composition

1 Financials 9.77%
2 Industrials 6.51%
3 Technology 4.8%
4 Healthcare 4.53%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 1.03%
20,316
-451
27
$1.66M 1.02%
10,815
-269
28
$1.59M 0.98%
57,719
-9,969
29
$1.5M 0.92%
17,653
+644
30
$1.26M 0.77%
15,020
+3,766
31
$1.2M 0.74%
19,269
-971
32
$1.1M 0.67%
8,955
+4,391
33
$1.09M 0.67%
10,841
-95
34
$1.03M 0.63%
7,143
+62
35
$1.03M 0.63%
66,663
+1,574
36
$959K 0.59%
18,475
+1,400
37
$812K 0.5%
10,415
-26
38
$797K 0.49%
46,367
-525
39
$772K 0.47%
15,865
-21
40
$732K 0.45%
7,462
-215
41
$727K 0.45%
23,235
-1,205
42
$658K 0.4%
58,995
+58,102
43
$646K 0.4%
7,365
-1,231
44
$644K 0.4%
3,424
-602
45
$644K 0.4%
20,826
-413
46
$626K 0.38%
11,407
+255
47
$590K 0.36%
9,140
+23
48
$583K 0.36%
6,998
+200
49
$580K 0.36%
38,725
-934
50
$569K 0.35%
7,094
-13,265
1
2
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