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
$608M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.78M
3
+$2.91M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.88M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.25M

Top Sells

1
+$9.09M
2
+$8.62M
3
+$2.95M
4
VTV icon
Vanguard Value ETF
VTV
+$1.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M

Sector Composition

1 Technology 5.95%
2 Financials 4.11%
3 Communication Services 2.87%
4 Consumer Discretionary 2.33%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$10.8K ﹤0.01%
+70
527
$10.7K ﹤0.01%
1,580
528
$10.6K ﹤0.01%
355
+5
529
$10.5K ﹤0.01%
62
530
$10.4K ﹤0.01%
700
531
$10.4K ﹤0.01%
22
532
$10.4K ﹤0.01%
274
+146
533
$10.4K ﹤0.01%
205
534
$10.3K ﹤0.01%
193
+2
535
$10.2K ﹤0.01%
30
-15
536
$10.2K ﹤0.01%
1,299
+18
537
$10.2K ﹤0.01%
715
+15
538
$10.1K ﹤0.01%
1,218
+18
539
$10.1K ﹤0.01%
550
540
$10K ﹤0.01%
+201
541
$9.99K ﹤0.01%
124
+118
542
$9.95K ﹤0.01%
50
543
$9.86K ﹤0.01%
584
+14
544
$9.77K ﹤0.01%
170
545
$9.77K ﹤0.01%
245
+1
546
$9.64K ﹤0.01%
221
547
$9.56K ﹤0.01%
1,437
548
$9.49K ﹤0.01%
169
549
$9.44K ﹤0.01%
11
-15
550
$9.44K ﹤0.01%
272
+1
20 21
22
23 24