FWM

Focused Wealth Management Portfolio holdings

AUM $957M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.41M
3
+$2.96M
4
BND icon
Vanguard Total Bond Market
BND
+$2.19M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.87M

Top Sells

1
+$5.7M
2
+$1.96M
3
+$1.82M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.56M
5
UNH icon
UnitedHealth
UNH
+$489K

Sector Composition

1 Financials 9.88%
2 Technology 4.67%
3 Healthcare 4.4%
4 Industrials 4.27%
5 Energy 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
62
577
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578
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25
579
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580
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581
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582
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500
583
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7,435
584
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585
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586
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587
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100
588
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120
591
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162
-938
592
$3K ﹤0.01%
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593
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594
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595
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596
$2K ﹤0.01%
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597
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598
$2K ﹤0.01%
100
599
$2K ﹤0.01%
48
600
$2K ﹤0.01%
+111
22 23
24
25 26