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
$160M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.71M
3
+$2.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.25M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$274K
4
GE icon
GE Aerospace
GE
+$197K
5
AIG icon
American International
AIG
+$155K

Sector Composition

1 Financials 9.77%
2 Industrials 6.51%
3 Technology 4.8%
4 Healthcare 4.53%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
112
527
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73
+2
528
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249
529
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525
530
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531
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-2
532
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534
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535
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536
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400
537
$5K ﹤0.01%
51
538
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539
$5K ﹤0.01%
362
540
$4K ﹤0.01%
100
-50
541
$4K ﹤0.01%
521
542
$4K ﹤0.01%
+200
543
$4K ﹤0.01%
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544
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159
-24
545
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+400
546
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156
-250
547
$4K ﹤0.01%
163
548
$4K ﹤0.01%
+145
549
$4K ﹤0.01%
+950
550
$4K ﹤0.01%
125
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