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
$123M
AUM Growth
-$3.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.71M
3
+$1.67M
4
ARI
Apollo Commercial Real Estate
ARI
+$742K
5
BAC icon
Bank of America
BAC
+$377K

Top Sells

1
+$4.3M
2
+$4.2M
3
+$2.66M
4
CSCO icon
Cisco
CSCO
+$251K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$197K

Sector Composition

1 Financials 11.25%
2 Industrials 7.79%
3 Technology 6.77%
4 Healthcare 5.03%
5 Energy 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4K ﹤0.01%
96
527
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95
+3
528
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225
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88
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541
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542
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543
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545
$3K ﹤0.01%
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546
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547
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548
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78
549
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62
550
$3K ﹤0.01%
+52
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