FWM

Focused Wealth Management Portfolio holdings

AUM $957M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
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
+$7.41M
2
+$5.17M
3
+$5M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$4.79M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.06M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 4.62%
3 Industrials 4.35%
4 Healthcare 3.96%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$2K ﹤0.01%
+60
527
$2K ﹤0.01%
+100
528
$2K ﹤0.01%
+20
529
$2K ﹤0.01%
+109
530
$2K ﹤0.01%
+63
531
$2K ﹤0.01%
+108
532
$2K ﹤0.01%
+225
533
$2K ﹤0.01%
+20
534
$2K ﹤0.01%
+71
535
$2K ﹤0.01%
+100
536
$2K ﹤0.01%
+333
537
$2K ﹤0.01%
+35
538
$2K ﹤0.01%
+52
539
– –
0
540
$1K ﹤0.01%
+21
541
$1K ﹤0.01%
+143
542
$1K ﹤0.01%
+20
543
$1K ﹤0.01%
+100
544
$1K ﹤0.01%
+20
545
$1K ﹤0.01%
+30
546
$1K ﹤0.01%
+5
547
$1K ﹤0.01%
+150
548
$1K ﹤0.01%
+15
549
$1K ﹤0.01%
+20
550
$1K ﹤0.01%
+76
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