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
$160M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.71M
3
+$2.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.25M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$274K
4
GE icon
GE Aerospace
GE
+$197K
5
AIG icon
American International
AIG
+$155K

Sector Composition

1 Financials 9.77%
2 Industrials 6.51%
3 Technology 4.8%
4 Healthcare 4.53%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4K ﹤0.01%
100
+3
552
$4K ﹤0.01%
602
-12
553
$4K ﹤0.01%
83
554
$4K ﹤0.01%
89
555
$4K ﹤0.01%
+125
556
$4K ﹤0.01%
100
557
$4K ﹤0.01%
100
558
$4K ﹤0.01%
333
559
$4K ﹤0.01%
193
560
$4K ﹤0.01%
338
561
$4K ﹤0.01%
35
562
$4K ﹤0.01%
1,491
563
$4K ﹤0.01%
111
+1
564
$3K ﹤0.01%
300
565
$3K ﹤0.01%
20
566
$3K ﹤0.01%
1,000
567
$3K ﹤0.01%
350
568
$3K ﹤0.01%
100
569
$3K ﹤0.01%
920
570
$3K ﹤0.01%
59
571
$3K ﹤0.01%
200
572
$3K ﹤0.01%
62
573
$3K ﹤0.01%
72
574
$3K ﹤0.01%
100
-1,000
575
$3K ﹤0.01%
225
21 22
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24 25