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
$611M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.57M
3
+$2.57M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$570K

Top Sells

1
+$5.42M
2
+$815K
3
+$632K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$355K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$310K

Sector Composition

1 Technology 4.92%
2 Financials 4.5%
3 Consumer Discretionary 2.95%
4 Healthcare 2.37%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$11K ﹤0.01%
674
+1
552
$11K ﹤0.01%
102
+1
553
$11K ﹤0.01%
100
554
$11K ﹤0.01%
666
555
$11K ﹤0.01%
235
556
$11K ﹤0.01%
99
557
$11K ﹤0.01%
1,094
+18
558
$11K ﹤0.01%
240
+1
559
$11K ﹤0.01%
834
+6
560
$11K ﹤0.01%
51
561
$11K ﹤0.01%
1,091
-125
562
$11K ﹤0.01%
443
563
$10K ﹤0.01%
322
+3
564
$10K ﹤0.01%
414
+14
565
$10K ﹤0.01%
566
+10
566
$10K ﹤0.01%
260
567
$10K ﹤0.01%
497
+6
568
$10K ﹤0.01%
56
-8
569
$10K ﹤0.01%
750
570
$10K ﹤0.01%
201
+3
571
$10K ﹤0.01%
112
572
$10K ﹤0.01%
60
573
$10K ﹤0.01%
126
574
$10K ﹤0.01%
169
575
$10K ﹤0.01%
153
+1
21 22
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