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
$218M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.19M
3
+$2.98M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.41M

Top Sells

1
+$2.03M
2
+$1.08M
3
+$747K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$483K
5
DHI icon
D.R. Horton
DHI
+$275K

Sector Composition

1 Financials 8.6%
2 Industrials 5.44%
3 Technology 5.07%
4 Healthcare 4.74%
5 Energy 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
1,868
+1,500
577
$2K ﹤0.01%
111
-365
578
$2K ﹤0.01%
33
579
$2K ﹤0.01%
35
580
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31
581
$2K ﹤0.01%
100
582
$2K ﹤0.01%
62
583
$2K ﹤0.01%
100
584
$2K ﹤0.01%
32
-88
585
$2K ﹤0.01%
112
586
$2K ﹤0.01%
175
587
$2K ﹤0.01%
77
588
$2K ﹤0.01%
101
589
$2K ﹤0.01%
71
-71
590
$2K ﹤0.01%
60
591
$2K ﹤0.01%
100
592
$2K ﹤0.01%
276
-50
593
$2K ﹤0.01%
47
594
$2K ﹤0.01%
45
595
$2K ﹤0.01%
570
+1
596
$2K ﹤0.01%
76
597
$2K ﹤0.01%
21
598
$2K ﹤0.01%
50
599
$2K ﹤0.01%
112
600
$2K ﹤0.01%
88
+2
22 23
24
25 26