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
526
$2K ﹤0.01%
+45
527
$2K ﹤0.01%
+91
528
$2K ﹤0.01%
+63
529
$2K ﹤0.01%
+7
530
$2K ﹤0.01%
+88
531
$2K ﹤0.01%
+100
532
$2K ﹤0.01%
+7
533
$2K ﹤0.01%
+200
534
$2K ﹤0.01%
+74
535
$2K ﹤0.01%
+333
536
$2K ﹤0.01%
+35
537
$2K ﹤0.01%
+52
538
– –
0
539
$2K ﹤0.01%
+100
540
$1K ﹤0.01%
+21
541
$1K ﹤0.01%
+300
542
$1K ﹤0.01%
+100
543
$1K ﹤0.01%
+17
544
$1K ﹤0.01%
+143
545
$1K ﹤0.01%
+20
546
$1K ﹤0.01%
+100
547
$1K ﹤0.01%
+20
548
$1K ﹤0.01%
+30
549
$1K ﹤0.01%
+5
550
$1K ﹤0.01%
+29
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