FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$5.31M
3
+$5.07M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$5.03M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 4.62%
3 Industrials 4.35%
4 Healthcare 3.96%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
+1
477
$4K ﹤0.01%
+365
478
$4K ﹤0.01%
+96
479
$4K ﹤0.01%
+200
480
$4K ﹤0.01%
+135
481
$4K ﹤0.01%
+150
482
$4K ﹤0.01%
+1,380
483
$4K ﹤0.01%
+300
484
$4K ﹤0.01%
+67
485
$4K ﹤0.01%
+377
486
$3K ﹤0.01%
+350
487
$3K ﹤0.01%
+100
488
$3K ﹤0.01%
+75
489
$3K ﹤0.01%
+200
490
$3K ﹤0.01%
+14
491
$3K ﹤0.01%
+93
492
$3K ﹤0.01%
+86
493
$3K ﹤0.01%
+100
494
$3K ﹤0.01%
+1
495
$3K ﹤0.01%
+111
496
$3K ﹤0.01%
+100
497
$3K ﹤0.01%
+18
498
$3K ﹤0.01%
+900
499
$3K ﹤0.01%
+52
500
$3K ﹤0.01%
+333
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