FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.96M
3
+$4.32M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.22M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.71M

Top Sells

1
+$7.54M
2
+$7.33M
3
+$2.75M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.71M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.62M

Sector Composition

1 Financials 8.4%
2 Industrials 5.47%
3 Technology 5.23%
4 Healthcare 4.87%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2K ﹤0.01%
450
577
$2K ﹤0.01%
+31
578
$2K ﹤0.01%
4,903
579
$1K ﹤0.01%
100
580
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71
581
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50
-9
582
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585
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586
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13
-4
587
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112
588
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175
589
– –
0
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34
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592
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593
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117
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30
596
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597
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50
598
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22
599
$1K ﹤0.01%
100
600
$1K ﹤0.01%
28
22 23
24
25 26