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
$123M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.71M
3
+$1.64M
4
ARI
Apollo Commercial Real Estate
ARI
+$705K
5
BAC icon
Bank of America
BAC
+$404K

Top Sells

1
+$4.15M
2
+$4.15M
3
+$2.56M
4
CSCO icon
Cisco
CSCO
+$251K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$190K

Sector Composition

1 Financials 11.25%
2 Industrials 7.78%
3 Technology 6.78%
4 Healthcare 4.99%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
300
477
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236
478
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130
479
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300
480
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812
481
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100
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12,000
483
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110
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486
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487
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375
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491
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131
+1
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80
496
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151
497
$6K ﹤0.01%
2,610
498
$5K ﹤0.01%
122
+1
499
$5K ﹤0.01%
67
500
$5K ﹤0.01%
90
18 19
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