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
$476M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1 +$6.39M
2 +$4.59M
3 +$3.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.06M

Top Sells

1 +$20.5M
2 +$13.9M
3 +$6.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.17M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.82M

Sector Composition

1 Technology 4.88%
2 Financials 3.73%
3 Consumer Discretionary 3.07%
4 Communication Services 2.23%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$7K ﹤0.01%
80
+12
552
$7K ﹤0.01%
302
+2
553
$7K ﹤0.01%
195
+1
554
$7K ﹤0.01%
+102
555
$7K ﹤0.01%
169
556
$7K ﹤0.01%
5,600
557
$7K ﹤0.01%
254
+2
558
$6K ﹤0.01%
800
559
$6K ﹤0.01%
169
560
$6K ﹤0.01%
711
+609
561
$6K ﹤0.01%
35
562
$6K ﹤0.01%
92
563
$6K ﹤0.01%
247
564
$6K ﹤0.01%
55
565
$6K ﹤0.01%
784
566
$6K ﹤0.01%
125
567
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209
+1
568
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400
+300
569
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30
570
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299
+6
571
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358
+4
572
$6K ﹤0.01%
38
573
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103
+100
574
$6K ﹤0.01%
29
575
$6K ﹤0.01%
97
-68