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
$237M
AUM Growth
+$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1 +$6.9M
2 +$6.29M
3 +$2.39M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$952K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$605K

Top Sells

1 +$9.87M
2 +$2.84M
3 +$1.44M
4
BND icon
Vanguard Total Bond Market
BND
+$997K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$629K

Sector Composition

1 Financials 10.64%
2 Industrials 5.14%
3 Technology 5%
4 Healthcare 4.71%
5 Energy 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$7K ﹤0.01%
50
502
$7K ﹤0.01%
388
503
$7K ﹤0.01%
100
504
$7K ﹤0.01%
226
+1
505
$7K ﹤0.01%
100
506
$7K ﹤0.01%
1,056
507
$7K ﹤0.01%
102
508
$7K ﹤0.01%
242
509
$7K ﹤0.01%
8
510
$7K ﹤0.01%
125
511
$7K ﹤0.01%
775
512
$7K ﹤0.01%
138
+1
513
$7K ﹤0.01%
3,360
514
$7K ﹤0.01%
+149
515
$7K ﹤0.01%
33
516
$7K ﹤0.01%
1,210
517
$7K ﹤0.01%
137
+2
518
$7K ﹤0.01%
118
+1
519
$6K ﹤0.01%
408
520
$6K ﹤0.01%
80
521
$6K ﹤0.01%
457
522
$6K ﹤0.01%
100
523
$6K ﹤0.01%
124
524
$6K ﹤0.01%
866
525
$6K ﹤0.01%
427