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
$608M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.78M
3
+$2.91M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.88M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.25M

Top Sells

1
+$9.09M
2
+$8.62M
3
+$2.95M
4
VTV icon
Vanguard Value ETF
VTV
+$1.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M

Sector Composition

1 Technology 5.95%
2 Financials 4.11%
3 Communication Services 2.87%
4 Consumer Discretionary 2.33%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$9.32K ﹤0.01%
406
552
$9.32K ﹤0.01%
100
553
$9.26K ﹤0.01%
171
554
$9.24K ﹤0.01%
183
-22
555
$9.09K ﹤0.01%
630
-16
556
$9.08K ﹤0.01%
+336
557
$9.07K ﹤0.01%
750
558
$9.05K ﹤0.01%
79
+2
559
$9.03K ﹤0.01%
231
+4
560
$9.03K ﹤0.01%
300
561
$8.97K ﹤0.01%
97
562
$8.92K ﹤0.01%
+49
563
$8.9K ﹤0.01%
727
+20
564
$8.88K ﹤0.01%
500
565
$8.79K ﹤0.01%
103
566
$8.75K ﹤0.01%
820
+22
567
$8.7K ﹤0.01%
112
+1
568
$8.64K ﹤0.01%
40
+1
569
$8.45K ﹤0.01%
10,975
570
$8.42K ﹤0.01%
122
571
$8.35K ﹤0.01%
450
572
$8.21K ﹤0.01%
372
573
$8.2K ﹤0.01%
154
+2
574
$8.12K ﹤0.01%
30
575
$8.1K ﹤0.01%
350
21 22
23
24 25