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
$608M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.78M
3
+$2.91M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.88M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.25M

Top Sells

1
+$9.09M
2
+$8.62M
3
+$2.95M
4
VTV icon
Vanguard Value ETF
VTV
+$1.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M

Sector Composition

1 Technology 5.95%
2 Financials 4.11%
3 Communication Services 2.87%
4 Consumer Discretionary 2.33%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$14.8K ﹤0.01%
150
477
$14.8K ﹤0.01%
360
+95
478
$14.7K ﹤0.01%
287
479
$14.6K ﹤0.01%
528
+5
480
$14.6K ﹤0.01%
1,656
-22
481
$14.5K ﹤0.01%
277
+3
482
$14.3K ﹤0.01%
160
-288
483
$14.3K ﹤0.01%
225
484
$14.2K ﹤0.01%
+191
485
$14.1K ﹤0.01%
225
486
$14.1K ﹤0.01%
154
+3
487
$13.8K ﹤0.01%
300
488
$13.8K ﹤0.01%
1,789
489
$13.6K ﹤0.01%
225
490
$13.6K ﹤0.01%
60
+38
491
$13.5K ﹤0.01%
1,526
+5
492
$13.4K ﹤0.01%
244
+1
493
$13.3K ﹤0.01%
1,280
+13
494
$13.2K ﹤0.01%
+68
495
$13.2K ﹤0.01%
177
-695
496
$12.9K ﹤0.01%
100
497
$12.8K ﹤0.01%
22
498
$12.7K ﹤0.01%
232
+1
499
$12.7K ﹤0.01%
53
+1
500
$12.7K ﹤0.01%
86
18 19
20
21 22