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
$237M
AUM Growth
+$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1 +$6.9M
2 +$6.29M
3 +$2.39M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$952K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$605K

Top Sells

1 +$9.87M
2 +$2.84M
3 +$1.44M
4
BND icon
Vanguard Total Bond Market
BND
+$997K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$629K

Sector Composition

1 Financials 10.64%
2 Industrials 5.14%
3 Technology 5%
4 Healthcare 4.71%
5 Energy 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$6K ﹤0.01%
110
527
$6K ﹤0.01%
212
528
$6K ﹤0.01%
701
+8
529
$6K ﹤0.01%
42
530
$6K ﹤0.01%
375
531
$6K ﹤0.01%
494
532
$6K ﹤0.01%
133
+3
533
$6K ﹤0.01%
+2,593
534
$6K ﹤0.01%
362
535
$5K ﹤0.01%
101
536
$5K ﹤0.01%
101
537
$5K ﹤0.01%
1,816
538
$5K ﹤0.01%
136
539
$5K ﹤0.01%
50
540
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+328
541
$5K ﹤0.01%
175
542
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92
543
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183
544
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38
545
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546
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78
547
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160
548
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224
549
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83
550
$5K ﹤0.01%
80
-168