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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$5.31M
3
+$5.07M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$5.03M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 4.62%
3 Industrials 4.34%
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%
+63
552
$1K ﹤0.01%
+66
553
$1K ﹤0.01%
+40
554
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+45
555
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+10
556
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+55
557
$1K ﹤0.01%
+150
558
$1K ﹤0.01%
+15
559
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+20
560
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+76
561
$1K ﹤0.01%
+60
562
$1K ﹤0.01%
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563
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+26
564
$1K ﹤0.01%
+9
565
$1K ﹤0.01%
+20
566
$1K ﹤0.01%
+120
567
$1K ﹤0.01%
+8
568
$1K ﹤0.01%
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569
$1K ﹤0.01%
+75
570
$1K ﹤0.01%
+89
571
$1K ﹤0.01%
+120
572
$1K ﹤0.01%
+8
573
$1K ﹤0.01%
+50
574
$1K ﹤0.01%
+35
575
$0 ﹤0.01%
+1
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