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
$476M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$4.59M
3
+$3.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.06M

Top Sells

1
+$20.5M
2
+$13.9M
3
+$6.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.17M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.82M

Sector Composition

1 Technology 4.88%
2 Financials 3.73%
3 Consumer Discretionary 3.07%
4 Communication Services 2.23%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$8K ﹤0.01%
1,284
+41
527
$7K ﹤0.01%
97
528
$7K ﹤0.01%
119
+1
529
$7K ﹤0.01%
149
+1
530
$7K ﹤0.01%
17
+15
531
$7K ﹤0.01%
135
+1
532
$7K ﹤0.01%
335
+4
533
$7K ﹤0.01%
60
-10
534
$7K ﹤0.01%
+160
535
$7K ﹤0.01%
73
-730
536
$7K ﹤0.01%
53
537
$7K ﹤0.01%
638
+17
538
$7K ﹤0.01%
123
+3
539
$7K ﹤0.01%
215
+3
540
$7K ﹤0.01%
2,000
541
$7K ﹤0.01%
204
+1
542
$7K ﹤0.01%
300
543
$7K ﹤0.01%
160
+1
544
$7K ﹤0.01%
22
545
$7K ﹤0.01%
757
546
$7K ﹤0.01%
+215
547
$7K ﹤0.01%
84
548
$7K ﹤0.01%
750
549
$7K ﹤0.01%
40
+10
550
$7K ﹤0.01%
505
+5
20 21
22
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