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
$513M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1 +$1.66M
2 +$1.64M
3 +$1.52M
4
VTV icon
Vanguard Value ETF
VTV
+$1.39M
5
KMI icon
Kinder Morgan
KMI
+$977K

Top Sells

1 +$1.42M
2 +$939K
3 +$795K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$628K
5
AAPL icon
Apple
AAPL
+$541K

Sector Composition

1 Technology 5.08%
2 Financials 4%
3 Consumer Discretionary 2.75%
4 Healthcare 2.62%
5 Communication Services 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$8K ﹤0.01%
26
-435
552
$8K ﹤0.01%
260
+1
553
$8K ﹤0.01%
784
554
$8K ﹤0.01%
+1,200
555
$8K ﹤0.01%
169
556
$8K ﹤0.01%
+200
557
$8K ﹤0.01%
750
558
$8K ﹤0.01%
291
+2
559
$8K ﹤0.01%
544
560
$8K ﹤0.01%
242
561
$8K ﹤0.01%
1,062
+32
562
$8K ﹤0.01%
305
563
$8K ﹤0.01%
797
+18
564
$8K ﹤0.01%
100
565
$8K ﹤0.01%
273
+6
566
$8K ﹤0.01%
443
567
$7K ﹤0.01%
833
568
$7K ﹤0.01%
25
569
$7K ﹤0.01%
50
570
$7K ﹤0.01%
1,000
571
$7K ﹤0.01%
102
572
$7K ﹤0.01%
821
-155
573
$7K ﹤0.01%
203
+1
574
$7K ﹤0.01%
103
+1
575
$7K ﹤0.01%
198