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
$513M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.64M
3
+$1.52M
4
VTV icon
Vanguard Value ETF
VTV
+$1.39M
5
KMI icon
Kinder Morgan
KMI
+$977K

Top Sells

1
+$1.42M
2
+$939K
3
+$795K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$628K
5
AAPL icon
Apple
AAPL
+$541K

Sector Composition

1 Technology 5.08%
2 Financials 4%
3 Consumer Discretionary 2.75%
4 Healthcare 2.62%
5 Communication Services 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$15K ﹤0.01%
2,000
477
$15K ﹤0.01%
1,789
478
$15K ﹤0.01%
100
-50
479
$15K ﹤0.01%
527
+2
480
$15K ﹤0.01%
715
+11
481
$15K ﹤0.01%
499
+205
482
$15K ﹤0.01%
1,580
483
$15K ﹤0.01%
287
-95
484
$15K ﹤0.01%
42
-7
485
$15K ﹤0.01%
951
+11
486
$15K ﹤0.01%
+222
487
$15K ﹤0.01%
1,128
+12
488
$14K ﹤0.01%
216
+1
489
$14K ﹤0.01%
330
-50
490
$14K ﹤0.01%
456
491
$14K ﹤0.01%
247
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$14K ﹤0.01%
165
493
$14K ﹤0.01%
3
+1
494
$13K ﹤0.01%
225
495
$13K ﹤0.01%
100
496
$13K ﹤0.01%
420
-85
497
$13K ﹤0.01%
144
498
$13K ﹤0.01%
246
+1
499
$13K ﹤0.01%
1,128
+12
500
$13K ﹤0.01%
101
+1
18 19
20
21 22