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
$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 Inc
WMT
+$238K

Sector Composition

1 Financials 9.62%
2 Industrials 6.23%
3 Technology 4.78%
4 Healthcare 4.19%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$6K ﹤0.01%
100
477
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126
-54
478
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12,000
479
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866
480
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481
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54
482
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483
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485
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979
-350
486
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90
+1
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57
488
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+18
489
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490
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491
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495
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496
$5K ﹤0.01%
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498
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414
-207
499
$5K ﹤0.01%
133
+1
500
$5K ﹤0.01%
160
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