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
$183M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.96M
3
+$4.32M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.22M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.71M

Top Sells

1
+$7.54M
2
+$7.33M
3
+$2.75M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.71M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.62M

Sector Composition

1 Financials 8.4%
2 Industrials 5.46%
3 Technology 5.24%
4 Healthcare 4.85%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
1,816
-400
477
$5K ﹤0.01%
414
478
$5K ﹤0.01%
336
-1,120
479
$5K ﹤0.01%
80
480
$5K ﹤0.01%
450
481
$5K ﹤0.01%
160
482
$5K ﹤0.01%
140
483
$5K ﹤0.01%
83
-8,397
484
$5K ﹤0.01%
676
+9
485
$5K ﹤0.01%
65
486
$5K ﹤0.01%
33
-60
487
$5K ﹤0.01%
+81
488
$5K ﹤0.01%
18
489
$5K ﹤0.01%
125
+3
490
$5K ﹤0.01%
340
491
$5K ﹤0.01%
193
492
$4K ﹤0.01%
100
493
$4K ﹤0.01%
590
-19
494
$4K ﹤0.01%
+450
495
$4K ﹤0.01%
200
496
$4K ﹤0.01%
294
497
$4K ﹤0.01%
65
498
$4K ﹤0.01%
183
499
$4K ﹤0.01%
457
-453
500
$4K ﹤0.01%
78
-120
18 19
20
21 22