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
$161M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$986K
3
+$963K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$784K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$663K

Top Sells

1
+$1.99M
2
+$670K
3
+$456K
4
AIG icon
American International
AIG
+$251K
5
WMT icon
Walmart
WMT
+$238K

Sector Composition

1 Financials 9.62%
2 Industrials 6.22%
3 Technology 4.79%
4 Healthcare 4.16%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3K ﹤0.01%
59
552
$3K ﹤0.01%
31
553
$3K ﹤0.01%
100
554
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555
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225
556
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83
557
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76
558
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1
559
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100
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26
561
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2
562
$3K ﹤0.01%
450
563
$3K ﹤0.01%
+72
564
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+146
565
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566
$3K ﹤0.01%
338
567
$2K ﹤0.01%
33
568
$2K ﹤0.01%
35
569
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108
-1
570
$2K ﹤0.01%
31
571
$2K ﹤0.01%
100
572
$2K ﹤0.01%
62
573
$2K ﹤0.01%
71
574
$2K ﹤0.01%
30
575
$2K ﹤0.01%
95
-64
21 22
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