FWM
Focused Wealth Management Portfolio holdings
AUM
$819M
1-Year Return
16.9%
This Quarter Return
+2%
1 Year Return
+16.9%
3 Year Return
+58.23%
5 Year Return
+83.58%
10 Year Return
+159.12%
AUM
$117M
AUM Growth
-$560K
(-0.48%)
Cap. Flow
-$2.08M
Cap. Flow
% of AUM
-1.78%
Top 10 Holdings %
Top 10 Hldgs %
41.65%
Holding
688
New
22
Increased
152
Reduced
122
Closed
29
Top Buys
| 1 |
Blackstone
BX
|
$1.6M |
| 2 |
GE Aerospace
GE
|
$1.41M |
| 3 |
iShares International Select Dividend ETF
IDV
|
$748K |
| 4 |
Vanguard Health Care ETF
VHT
|
$682K |
| 5 |
Cisco
CSCO
|
$640K |
Top Sells
Sector Composition
| 1 | Financials | 7.97% |
| 2 | Industrials | 7.08% |
| 3 | Technology | 6.64% |
| 4 | Healthcare | 4.62% |
| 5 | Energy | 2.77% |
