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
$228M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$463K
3
+$441K
4
SLB icon
SLB Ltd
SLB
+$413K
5
BND icon
Vanguard Total Bond Market
BND
+$354K

Top Sells

1
+$471K
2
+$326K
3
+$305K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$222K
5
NVDA icon
NVIDIA
NVDA
+$185K

Sector Composition

1 Financials 8.73%
2 Technology 5.28%
3 Industrials 5.14%
4 Healthcare 4.61%
5 Energy 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4K ﹤0.01%
74
552
$4K ﹤0.01%
225
553
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50
554
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10
555
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120
556
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35
557
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65
558
$4K ﹤0.01%
33
559
$4K ﹤0.01%
100
560
$4K ﹤0.01%
18
561
$4K ﹤0.01%
7,435
-13,715
562
$4K ﹤0.01%
400
563
$3K ﹤0.01%
450
564
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125
565
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200
566
$3K ﹤0.01%
18
567
$3K ﹤0.01%
182
568
$3K ﹤0.01%
310
569
$3K ﹤0.01%
71
570
$3K ﹤0.01%
62
571
$3K ﹤0.01%
175
572
$3K ﹤0.01%
405
573
$3K ﹤0.01%
521
574
$3K ﹤0.01%
100
575
$3K ﹤0.01%
112
+1
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