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
$476M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$4.59M
3
+$3.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.06M

Top Sells

1
+$20.5M
2
+$13.9M
3
+$6.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.17M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.82M

Sector Composition

1 Technology 4.88%
2 Financials 3.73%
3 Consumer Discretionary 3.07%
4 Communication Services 2.23%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$9K ﹤0.01%
864
+9
502
$9K ﹤0.01%
212
+3
503
$9K ﹤0.01%
50
504
$9K ﹤0.01%
826
+500
505
$9K ﹤0.01%
205
506
$9K ﹤0.01%
352
+4
507
$8K ﹤0.01%
230
+4
508
$8K ﹤0.01%
28
509
$8K ﹤0.01%
28
510
$8K ﹤0.01%
1,524
511
$8K ﹤0.01%
222
512
$8K ﹤0.01%
265
513
$8K ﹤0.01%
80
514
$8K ﹤0.01%
524
+8
515
$8K ﹤0.01%
+176
516
$8K ﹤0.01%
129
517
$8K ﹤0.01%
102
+25
518
$8K ﹤0.01%
1,200
519
$8K ﹤0.01%
100
520
$8K ﹤0.01%
634
+12
521
$8K ﹤0.01%
823
+260
522
$8K ﹤0.01%
500
523
$8K ﹤0.01%
108
+1
524
$8K ﹤0.01%
50
525
$8K ﹤0.01%
270
-2,000
19 20
21
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