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
$476M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$4.59M
3
+$3.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.06M

Top Sells

1
+$20.5M
2
+$13.9M
3
+$6.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.17M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.82M

Sector Composition

1 Technology 4.88%
2 Financials 3.73%
3 Consumer Discretionary 3.07%
4 Communication Services 2.23%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6K ﹤0.01%
661
+2
577
$6K ﹤0.01%
300
578
$6K ﹤0.01%
166
-1,700
579
$6K ﹤0.01%
900
+600
580
$6K ﹤0.01%
306
+206
581
$6K ﹤0.01%
437
582
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450
583
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103
584
$6K ﹤0.01%
39
585
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176
586
$6K ﹤0.01%
100
587
$6K ﹤0.01%
614
588
$5K ﹤0.01%
316
+1
589
$5K ﹤0.01%
579
590
$5K ﹤0.01%
89
591
$5K ﹤0.01%
100
592
$5K ﹤0.01%
833
593
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+105
594
$5K ﹤0.01%
170
595
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41
596
$5K ﹤0.01%
50
597
$5K ﹤0.01%
406
598
$5K ﹤0.01%
+140
599
$5K ﹤0.01%
114
+2
600
$5K ﹤0.01%
171
22 23
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