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
$255M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.43M
3
+$3M
4
BND icon
Vanguard Total Bond Market
BND
+$2.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.87M

Top Sells

1
+$5.7M
2
+$1.96M
3
+$1.83M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.61M
5
UNH icon
UnitedHealth
UNH
+$492K

Sector Composition

1 Financials 9.88%
2 Technology 4.73%
3 Healthcare 4.39%
4 Industrials 4.22%
5 Energy 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8K ﹤0.01%
175
477
$8K ﹤0.01%
200
478
$8K ﹤0.01%
407
+7
479
$8K ﹤0.01%
100
480
$8K ﹤0.01%
100
-2,300
481
$8K ﹤0.01%
74
482
$8K ﹤0.01%
1,036
-20
483
$8K ﹤0.01%
242
484
$8K ﹤0.01%
138
485
$8K ﹤0.01%
137
486
$8K ﹤0.01%
75
+32
487
$8K ﹤0.01%
166
488
$7K ﹤0.01%
408
489
$7K ﹤0.01%
450
-954
490
$7K ﹤0.01%
80
491
$7K ﹤0.01%
258
492
$7K ﹤0.01%
191
+75
493
$7K ﹤0.01%
63
494
$7K ﹤0.01%
83
495
$7K ﹤0.01%
57
496
$7K ﹤0.01%
50
497
$7K ﹤0.01%
388
498
$7K ﹤0.01%
110
499
$7K ﹤0.01%
212
500
$7K ﹤0.01%
709
+8
18 19
20
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