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
$160M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.71M
3
+$2.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.25M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$274K
4
GE icon
GE Aerospace
GE
+$197K
5
AIG icon
American International
AIG
+$155K

Sector Composition

1 Financials 9.77%
2 Industrials 6.51%
3 Technology 4.8%
4 Healthcare 4.53%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
76
577
$3K ﹤0.01%
1
578
$3K ﹤0.01%
100
579
$3K ﹤0.01%
100
580
$3K ﹤0.01%
26
581
$3K ﹤0.01%
58
582
$3K ﹤0.01%
378
583
$3K ﹤0.01%
1,720
584
$3K ﹤0.01%
333
585
$3K ﹤0.01%
2,610
586
$2K ﹤0.01%
33
587
$2K ﹤0.01%
+35
588
$2K ﹤0.01%
31
589
$2K ﹤0.01%
100
590
$2K ﹤0.01%
62
591
$2K ﹤0.01%
30
592
$2K ﹤0.01%
31
593
$2K ﹤0.01%
112
594
$2K ﹤0.01%
100
595
$2K ﹤0.01%
77
596
$2K ﹤0.01%
54
597
$2K ﹤0.01%
100
598
$2K ﹤0.01%
969
599
$2K ﹤0.01%
15
600
$2K ﹤0.01%
82
22 23
24
25 26