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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$5.31M
3
+$5.07M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$5.03M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 4.62%
3 Industrials 4.34%
4 Healthcare 3.96%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3K ﹤0.01%
+300
502
$3K ﹤0.01%
+500
503
$3K ﹤0.01%
+100
504
$3K ﹤0.01%
+104
505
$2K ﹤0.01%
+20
506
$2K ﹤0.01%
+109
507
$2K ﹤0.01%
+63
508
$2K ﹤0.01%
+4
509
$2K ﹤0.01%
+30
510
$2K ﹤0.01%
+30
511
$2K ﹤0.01%
+30
512
$2K ﹤0.01%
+112
513
$2K ﹤0.01%
+108
514
$2K ﹤0.01%
+62
515
$2K ﹤0.01%
+15
516
$2K ﹤0.01%
+100
517
$2K ﹤0.01%
+48
518
$2K ﹤0.01%
+70
519
$2K ﹤0.01%
+60
520
$2K ﹤0.01%
+100
521
$2K ﹤0.01%
+48
522
$2K ﹤0.01%
+225
523
$2K ﹤0.01%
+20
524
$2K ﹤0.01%
+71
525
$2K ﹤0.01%
+100
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