FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
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%
+88
527
$2K ﹤0.01%
+7
528
$2K ﹤0.01%
+200
529
$2K ﹤0.01%
+333
530
$2K ﹤0.01%
+35
531
$2K ﹤0.01%
+52
532
– –
0
533
$2K ﹤0.01%
+4
534
$2K ﹤0.01%
+30
535
$2K ﹤0.01%
+30
536
$2K ﹤0.01%
+30
537
$2K ﹤0.01%
+48
538
$2K ﹤0.01%
+74
539
$2K ﹤0.01%
+100
540
$1K ﹤0.01%
+30
541
$1K ﹤0.01%
+100
542
$1K ﹤0.01%
+17
543
$1K ﹤0.01%
+143
544
$1K ﹤0.01%
+5
545
$1K ﹤0.01%
+29
546
$1K ﹤0.01%
+63
547
$1K ﹤0.01%
+66
548
$1K ﹤0.01%
+40
549
$1K ﹤0.01%
+45
550
$1K ﹤0.01%
+10
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