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
$228M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$463K
3
+$441K
4
SLB icon
SLB Ltd
SLB
+$413K
5
BND icon
Vanguard Total Bond Market
BND
+$354K

Top Sells

1
+$471K
2
+$326K
3
+$305K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$222K
5
NVDA icon
NVIDIA
NVDA
+$185K

Sector Composition

1 Financials 8.73%
2 Technology 5.28%
3 Industrials 5.14%
4 Healthcare 4.61%
5 Energy 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$5K ﹤0.01%
+118
527
$5K ﹤0.01%
100
528
$5K ﹤0.01%
78
529
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160
530
$5K ﹤0.01%
+388
531
$5K ﹤0.01%
224
532
$5K ﹤0.01%
866
533
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534
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83
535
$5K ﹤0.01%
390
536
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100
537
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40
-50
538
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448
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540
$4K ﹤0.01%
+101
541
$4K ﹤0.01%
136
-200
542
$4K ﹤0.01%
450
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$4K ﹤0.01%
25
544
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545
$4K ﹤0.01%
65
546
$4K ﹤0.01%
100
547
$4K ﹤0.01%
115
+100
548
$4K ﹤0.01%
92
549
$4K ﹤0.01%
183
550
$4K ﹤0.01%
125
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