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
$293M
AUM Growth
-$790K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$8.79M
3
+$4.54M
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$3.41M
5
FTXN icon
First Trust Nasdaq Oil & Gas ETF
FTXN
+$3M

Top Sells

1
+$8.66M
2
+$8.12M
3
+$2.45M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$2.07M
5
PJP icon
Invesco Pharmaceuticals ETF
PJP
+$2.04M

Sector Composition

1 Financials 4.38%
2 Healthcare 4.04%
3 Technology 3.43%
4 Industrials 2.97%
5 Communication Services 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$3K ﹤0.01%
+100
577
$3K ﹤0.01%
25
578
$3K ﹤0.01%
9
-2,109
579
$3K ﹤0.01%
19
-4,090
580
$3K ﹤0.01%
543
581
$3K ﹤0.01%
250
582
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232
583
$3K ﹤0.01%
337
584
$3K ﹤0.01%
139
585
$3K ﹤0.01%
112
586
$3K ﹤0.01%
33
587
$3K ﹤0.01%
+150
588
$3K ﹤0.01%
+121
589
$3K ﹤0.01%
100
590
$3K ﹤0.01%
+400
591
$3K ﹤0.01%
2,295
+480
592
$2K ﹤0.01%
+113
593
$2K ﹤0.01%
1,416
594
$2K ﹤0.01%
406
595
$2K ﹤0.01%
60
596
$2K ﹤0.01%
100
597
$2K ﹤0.01%
36
598
$2K ﹤0.01%
20
599
$2K ﹤0.01%
100
600
$2K ﹤0.01%
181
-1
22 23
24
25 26