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

Top Buys

1
+$1.08M
2
+$1.03M
3
+$981K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$799K
5
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$689K

Top Sells

1
+$1.99M
2
+$682K
3
+$487K
4
WMT icon
Walmart Inc
WMT
+$257K
5
AIG icon
American International
AIG
+$240K

Sector Composition

1 Financials 9.62%
2 Industrials 6.23%
3 Technology 4.78%
4 Healthcare 4.19%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3K ﹤0.01%
225
552
$3K ﹤0.01%
83
553
$3K ﹤0.01%
76
554
$3K ﹤0.01%
1
555
$3K ﹤0.01%
100
556
$3K ﹤0.01%
2
557
$3K ﹤0.01%
450
558
$3K ﹤0.01%
338
559
$3K ﹤0.01%
1,000
560
$3K ﹤0.01%
100
561
$3K ﹤0.01%
920
562
$3K ﹤0.01%
405
+5
563
$3K ﹤0.01%
31
564
$3K ﹤0.01%
+72
565
$3K ﹤0.01%
+146
566
$3K ﹤0.01%
26
567
$3K ﹤0.01%
193
568
$2K ﹤0.01%
71
569
$2K ﹤0.01%
100
570
$2K ﹤0.01%
45
571
$2K ﹤0.01%
91
572
$2K ﹤0.01%
+38
573
$2K ﹤0.01%
44
-45
574
$2K ﹤0.01%
50
-957
575
$2K ﹤0.01%
+92
21 22
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