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
$161M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$986K
3
+$963K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$784K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$663K

Top Sells

1
+$1.99M
2
+$670K
3
+$456K
4
AIG icon
American International
AIG
+$251K
5
WMT icon
Walmart
WMT
+$238K

Sector Composition

1 Financials 9.62%
2 Industrials 6.22%
3 Technology 4.79%
4 Healthcare 4.16%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1.05%
19,864
-452
27
$1.63M 1.01%
19,630
+1,977
28
$1.54M 0.95%
19,739
-5,858
29
$1.46M 0.9%
53,215
-4,504
30
$1.3M 0.8%
120,398
+61,403
31
$1.26M 0.78%
15,112
+92
32
$1.19M 0.74%
9,782
+827
33
$1.1M 0.68%
27,677
+26,170
34
$1.09M 0.68%
64,149
-2,514
35
$1.09M 0.67%
18,417
-852
36
$971K 0.6%
7,132
-11
37
$965K 0.6%
18,475
38
$901K 0.56%
7,695
+233
39
$900K 0.56%
9,236
-1,605
40
$767K 0.47%
10,211
-204
41
$745K 0.46%
9,057
+2,059
42
$693K 0.43%
42,191
-4,176
43
$645K 0.4%
40,007
+1,255
44
$636K 0.39%
6,558
-807
45
$632K 0.39%
20,785
-2,450
46
$624K 0.39%
13,394
-2,471
47
$610K 0.38%
19,109
-1,717
48
$556K 0.34%
6,984
-110
49
$523K 0.32%
7,861
-1,279
50
$523K 0.32%
35,238
-3,487
1
2
3 4 5