FWM

Focused Wealth Management Portfolio holdings

AUM $957M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$5.17M
3
+$5M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$4.79M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.06M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 4.62%
3 Industrials 4.35%
4 Healthcare 3.96%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
+60
552
$1K ﹤0.01%
+26
553
$1K ﹤0.01%
+26
554
$1K ﹤0.01%
+9
555
$1K ﹤0.01%
+20
556
$1K ﹤0.01%
+120
557
$1K ﹤0.01%
+8
558
$1K ﹤0.01%
+19
559
$1K ﹤0.01%
+8
560
$1K ﹤0.01%
+50
561
$1K ﹤0.01%
+100
562
$1K ﹤0.01%
+17
563
$1K ﹤0.01%
+29
564
$1K ﹤0.01%
+63
565
$1K ﹤0.01%
+66
566
$1K ﹤0.01%
+40
567
$1K ﹤0.01%
+45
568
$1K ﹤0.01%
+10
569
$1K ﹤0.01%
+55
570
$1K ﹤0.01%
+35
571
$1K ﹤0.01%
+300
572
$1K ﹤0.01%
+75
573
$1K ﹤0.01%
+89
574
$1K ﹤0.01%
+120
575
$0 ﹤0.01%
+11
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