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
$611M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.57M
3
+$2.57M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$570K

Top Sells

1
+$5.42M
2
+$815K
3
+$632K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$355K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$310K

Sector Composition

1 Technology 4.92%
2 Financials 4.5%
3 Consumer Discretionary 2.95%
4 Healthcare 2.37%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$22K ﹤0.01%
80
-142
477
$21K ﹤0.01%
200
478
$21K ﹤0.01%
575
479
$21K ﹤0.01%
2,524
480
$21K ﹤0.01%
57
481
$21K ﹤0.01%
1,129
+1,006
482
$21K ﹤0.01%
637
-38
483
$20K ﹤0.01%
953
-31
484
$20K ﹤0.01%
+1,000
485
$20K ﹤0.01%
400
-300
486
$20K ﹤0.01%
146
+7
487
$20K ﹤0.01%
28
488
$20K ﹤0.01%
3,567
489
$20K ﹤0.01%
345
-100
490
$20K ﹤0.01%
301
491
$20K ﹤0.01%
287
492
$20K ﹤0.01%
5,600
-1,050
493
$19K ﹤0.01%
400
+70
494
$19K ﹤0.01%
745
+10
495
$19K ﹤0.01%
400
496
$19K ﹤0.01%
413
-41
497
$18K ﹤0.01%
2,000
498
$18K ﹤0.01%
1,789
499
$18K ﹤0.01%
294
500
$18K ﹤0.01%
300
18 19
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