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
476
$7K ﹤0.01%
223
+175
477
$7K ﹤0.01%
200
478
$7K ﹤0.01%
100
479
$7K ﹤0.01%
+150
480
$7K ﹤0.01%
200
481
$7K ﹤0.01%
2
-2
482
$7K ﹤0.01%
450
+250
483
$7K ﹤0.01%
100
484
$7K ﹤0.01%
80
485
$7K ﹤0.01%
151
486
$6K ﹤0.01%
+100
487
$6K ﹤0.01%
122
488
$6K ﹤0.01%
67
489
$6K ﹤0.01%
310
490
$6K ﹤0.01%
100
491
$6K ﹤0.01%
110
+74
492
$6K ﹤0.01%
400
493
$6K ﹤0.01%
100
494
$6K ﹤0.01%
175
+112
495
$6K ﹤0.01%
625
496
$6K ﹤0.01%
12,000
497
$6K ﹤0.01%
866
498
$6K ﹤0.01%
110
499
$6K ﹤0.01%
54
+1
500
$6K ﹤0.01%
+654
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