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
$611M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.57M
3
+$2.57M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$570K

Top Sells

1
+$5.42M
2
+$815K
3
+$632K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$355K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$310K

Sector Composition

1 Technology 4.92%
2 Financials 4.5%
3 Consumer Discretionary 2.95%
4 Healthcare 2.37%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$10K ﹤0.01%
268
+26
577
$10K ﹤0.01%
1,149
+29
578
$10K ﹤0.01%
38
+1
579
$10K ﹤0.01%
214
580
$9K ﹤0.01%
+120
581
$9K ﹤0.01%
833
582
$9K ﹤0.01%
225
583
$9K ﹤0.01%
+250
584
$9K ﹤0.01%
168
585
$9K ﹤0.01%
80
-20
586
$9K ﹤0.01%
72
+1
587
$9K ﹤0.01%
225
588
$9K ﹤0.01%
582
+11
589
$9K ﹤0.01%
512
-20
590
$9K ﹤0.01%
214
+1
591
$8K ﹤0.01%
+300
592
$8K ﹤0.01%
146
+1
593
$8K ﹤0.01%
55
594
$8K ﹤0.01%
102
595
$8K ﹤0.01%
784
596
$8K ﹤0.01%
108
+2
597
$8K ﹤0.01%
110
598
$8K ﹤0.01%
22
599
$8K ﹤0.01%
267
+4
600
$8K ﹤0.01%
100
22 23
24
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