FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
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%
+55
552
$1K ﹤0.01%
+150
553
$1K ﹤0.01%
+76
554
$1K ﹤0.01%
+60
555
$1K ﹤0.01%
+26
556
$1K ﹤0.01%
+35
557
$1K ﹤0.01%
+21
558
$1K ﹤0.01%
+300
559
$1K ﹤0.01%
+20
560
$1K ﹤0.01%
+100
561
$1K ﹤0.01%
+20
562
$1K ﹤0.01%
+15
563
$1K ﹤0.01%
+20
564
$1K ﹤0.01%
+26
565
$1K ﹤0.01%
+9
566
$1K ﹤0.01%
+20
567
$1K ﹤0.01%
+120
568
$1K ﹤0.01%
+8
569
$1K ﹤0.01%
+19
570
$1K ﹤0.01%
+75
571
$1K ﹤0.01%
+89
572
$1K ﹤0.01%
+120
573
$1K ﹤0.01%
+8
574
$1K ﹤0.01%
+50
575
$0 ﹤0.01%
+1
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