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
501
$12.6K ﹤0.01%
907
+9
502
$12.6K ﹤0.01%
250
503
$12.5K ﹤0.01%
92
+15
504
$12.4K ﹤0.01%
244
505
$12.3K ﹤0.01%
739
+10
506
$12.2K ﹤0.01%
334
+171
507
$12K ﹤0.01%
31
+3
508
$12K ﹤0.01%
1,461
509
$11.8K ﹤0.01%
428
510
$11.8K ﹤0.01%
120
511
$11.7K ﹤0.01%
50
512
$11.6K ﹤0.01%
200
513
$11.6K ﹤0.01%
1,000
514
$11.5K ﹤0.01%
100
515
$11.5K ﹤0.01%
1,154
+673
516
$11.4K ﹤0.01%
58
+32
517
$11.3K ﹤0.01%
+112
518
$11.2K ﹤0.01%
672
+12
519
$11.1K ﹤0.01%
1,356
+43
520
$11.1K ﹤0.01%
667
+1
521
$11.1K ﹤0.01%
217
+3
522
$11K ﹤0.01%
144
523
$10.9K ﹤0.01%
1,533
+72
524
$10.9K ﹤0.01%
176
525
$10.8K ﹤0.01%
705
+16
19 20
21
22 23