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
$228M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$463K
3
+$441K
4
SLB icon
SLB Ltd
SLB
+$413K
5
BND icon
Vanguard Total Bond Market
BND
+$354K

Top Sells

1
+$471K
2
+$326K
3
+$305K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$222K
5
NVDA icon
NVIDIA
NVDA
+$185K

Sector Composition

1 Financials 8.73%
2 Technology 5.28%
3 Industrials 5.14%
4 Healthcare 4.61%
5 Energy 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8K ﹤0.01%
750
477
$8K ﹤0.01%
135
+1
478
$8K ﹤0.01%
42
479
$8K ﹤0.01%
166
480
$7K ﹤0.01%
175
481
$7K ﹤0.01%
100
482
$7K ﹤0.01%
64
483
$7K ﹤0.01%
310
484
$7K ﹤0.01%
80
485
$7K ﹤0.01%
258
486
$7K ﹤0.01%
63
487
$7K ﹤0.01%
+164
488
$7K ﹤0.01%
119
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489
$7K ﹤0.01%
57
490
$7K ﹤0.01%
55
491
$7K ﹤0.01%
100
492
$7K ﹤0.01%
+200
493
$7K ﹤0.01%
100
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$7K ﹤0.01%
1,056
-4
495
$7K ﹤0.01%
102
496
$7K ﹤0.01%
+375
497
$7K ﹤0.01%
775
498
$7K ﹤0.01%
137
+1
499
$7K ﹤0.01%
109
+22
500
$7K ﹤0.01%
117
+1
18 19
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