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
$288M
AUM Growth
-$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
758
New
Increased
Reduced
Closed

Sector Composition

1 Financials 5.54%
2 Healthcare 3.91%
3 Technology 3.04%
4 Industrials 2.96%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$7K ﹤0.01%
79
477
$7K ﹤0.01%
147
478
$6K ﹤0.01%
135
479
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+250
480
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35
481
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50
482
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271
483
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160
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362
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$6K ﹤0.01%
400
486
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+470
487
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866
488
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300
489
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250
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72
491
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34
492
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375
493
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227
+6
494
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150
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473
496
$5K ﹤0.01%
1,416
497
$5K ﹤0.01%
25
498
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175
499
$5K ﹤0.01%
100
500
$5K ﹤0.01%
38