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
$611M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.57M
3
+$2.57M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$570K

Top Sells

1
+$5.42M
2
+$815K
3
+$632K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$355K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$310K

Sector Composition

1 Technology 4.92%
2 Financials 4.5%
3 Consumer Discretionary 2.95%
4 Healthcare 2.37%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$15K ﹤0.01%
144
527
$15K ﹤0.01%
987
+12
528
$15K ﹤0.01%
1,165
+11
529
$15K ﹤0.01%
300
-1,300
530
$15K ﹤0.01%
175
531
$15K ﹤0.01%
1,353
-458
532
$15K ﹤0.01%
102
533
$15K ﹤0.01%
3
534
$14K ﹤0.01%
461
+2
535
$14K ﹤0.01%
382
-63
536
$14K ﹤0.01%
733
+4
537
$14K ﹤0.01%
275
+3
538
$13K ﹤0.01%
200
539
$13K ﹤0.01%
170
-60
540
$13K ﹤0.01%
550
541
$13K ﹤0.01%
500
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542
$13K ﹤0.01%
73
+13
543
$12K ﹤0.01%
614
-323
544
$12K ﹤0.01%
75
545
$12K ﹤0.01%
50
+17
546
$12K ﹤0.01%
1,200
547
$12K ﹤0.01%
50
+1
548
$12K ﹤0.01%
7
-9
549
$12K ﹤0.01%
335
+4
550
$11K ﹤0.01%
175
20 21
22
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