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
$161M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$986K
3
+$963K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$784K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$663K

Top Sells

1
+$1.99M
2
+$670K
3
+$456K
4
AIG icon
American International
AIG
+$251K
5
WMT icon
Walmart
WMT
+$238K

Sector Composition

1 Financials 9.62%
2 Industrials 6.22%
3 Technology 4.79%
4 Healthcare 4.16%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2K ﹤0.01%
112
577
$2K ﹤0.01%
77
578
$2K ﹤0.01%
54
579
$2K ﹤0.01%
200
580
$2K ﹤0.01%
100
581
$2K ﹤0.01%
+60
582
$2K ﹤0.01%
100
583
$2K ﹤0.01%
100
584
$2K ﹤0.01%
45
585
$2K ﹤0.01%
91
586
$2K ﹤0.01%
+38
587
$2K ﹤0.01%
44
-45
588
$2K ﹤0.01%
50
-957
589
$2K ﹤0.01%
+92
590
$2K ﹤0.01%
50
591
$2K ﹤0.01%
73
-860
592
$2K ﹤0.01%
100
593
$2K ﹤0.01%
41
594
$2K ﹤0.01%
2,955
+750
595
$2K ﹤0.01%
500
596
$2K ﹤0.01%
450
+400
597
$1K ﹤0.01%
60
-300
598
$1K ﹤0.01%
+100
599
$1K ﹤0.01%
17
600
$1K ﹤0.01%
9
22 23
24
25 26