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
$300M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
768
New
Increased
Reduced
Closed

Top Buys

1
+$8.62M
2
+$6.8M
3
+$1.76M
4
BND icon
Vanguard Total Bond Market
BND
+$1.73M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.59M

Top Sells

1
+$3.43M
2
+$1.81M
3
+$1.49M
4
TGT icon
Target
TGT
+$769K
5
HPQ icon
HP
HPQ
+$370K

Sector Composition

1 Financials 8.43%
2 Healthcare 4.75%
3 Technology 4.24%
4 Industrials 3.31%
5 Communication Services 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$2K ﹤0.01%
151
+15
577
$2K ﹤0.01%
50
578
$2K ﹤0.01%
124
+74
579
$2K ﹤0.01%
12
580
$2K ﹤0.01%
+4,308
581
$1K ﹤0.01%
29
582
$1K ﹤0.01%
100
583
$1K ﹤0.01%
+13
584
$1K ﹤0.01%
17
585
$1K ﹤0.01%
429
+286
586
$1K ﹤0.01%
68
587
$1K ﹤0.01%
10
588
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30
589
$1K ﹤0.01%
184
+94
590
$1K ﹤0.01%
14
-16
591
$1K ﹤0.01%
6
592
$1K ﹤0.01%
72
+36
593
$1K ﹤0.01%
+20
594
$1K ﹤0.01%
14
+7
595
$1K ﹤0.01%
33
596
$1K ﹤0.01%
10
+5
597
$1K ﹤0.01%
100
598
$1K ﹤0.01%
32
599
$1K ﹤0.01%
47
600
$1K ﹤0.01%
30
22 23
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25 26