FWM

Focused Wealth Management Portfolio holdings

AUM $957M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
+$808K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Sector Composition

1 Financials 8.4%
2 Technology 4.98%
3 Healthcare 4.07%
4 Industrials 2.93%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$9K ﹤0.01%
533
477
$9K ﹤0.01%
200
478
$9K ﹤0.01%
175
479
$9K ﹤0.01%
200
480
$8K ﹤0.01%
175
481
$8K ﹤0.01%
306
482
$8K ﹤0.01%
450
483
$8K ﹤0.01%
900
484
$8K ﹤0.01%
375
485
$8K ﹤0.01%
737
+6
486
$8K ﹤0.01%
233
+1
487
$8K ﹤0.01%
242
488
$8K ﹤0.01%
481
-2,000
489
$8K ﹤0.01%
243
490
$8K ﹤0.01%
142
+1
491
$8K ﹤0.01%
400
492
$8K ﹤0.01%
413
493
$8K ﹤0.01%
775
494
$8K ﹤0.01%
221
+4
495
$7K ﹤0.01%
75
496
$7K ﹤0.01%
+1,045
497
$7K ﹤0.01%
+380
498
$7K ﹤0.01%
258
499
$7K ﹤0.01%
253
500
$7K ﹤0.01%
391