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
$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
State Street Financial Select Sector SPDR ETF
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 5.47%
3 Technology 5.23%
4 Healthcare 4.87%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5K ﹤0.01%
500
477
$5K ﹤0.01%
1,816
-400
478
$5K ﹤0.01%
414
479
$5K ﹤0.01%
336
-1,120
480
$5K ﹤0.01%
80
481
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450
482
$5K ﹤0.01%
160
483
$5K ﹤0.01%
140
484
$5K ﹤0.01%
83
-8,397
485
$5K ﹤0.01%
676
+9
486
$5K ﹤0.01%
65
487
$5K ﹤0.01%
33
-60
488
$5K ﹤0.01%
+81
489
$5K ﹤0.01%
18
490
$5K ﹤0.01%
125
+3
491
$5K ﹤0.01%
340
492
$5K ﹤0.01%
193
493
$4K ﹤0.01%
8
494
$4K ﹤0.01%
225
495
$4K ﹤0.01%
866
496
$4K ﹤0.01%
35
-652
497
$4K ﹤0.01%
65
-730
498
$4K ﹤0.01%
110
499
$4K ﹤0.01%
10
500
$4K ﹤0.01%
120
18 19
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