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
$608M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.78M
3
+$2.91M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.88M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.25M

Top Sells

1
+$9.09M
2
+$8.62M
3
+$2.95M
4
VTV icon
Vanguard Value ETF
VTV
+$1.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M

Sector Composition

1 Technology 5.95%
2 Financials 4.11%
3 Communication Services 2.87%
4 Consumer Discretionary 2.33%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$7.97K ﹤0.01%
371
577
$7.94K ﹤0.01%
400
578
$7.89K ﹤0.01%
338
579
$7.85K ﹤0.01%
593
-3,931
580
$7.69K ﹤0.01%
209
+1
581
$7.61K ﹤0.01%
310
+3
582
$7.53K ﹤0.01%
55
583
$7.48K ﹤0.01%
84
+1
584
$7.38K ﹤0.01%
316
+4
585
$7.37K ﹤0.01%
35
586
$7.36K ﹤0.01%
3,522
587
$7.27K ﹤0.01%
145
588
$7.25K ﹤0.01%
1,216
+16
589
$7.24K ﹤0.01%
400
590
$7.19K ﹤0.01%
826
591
$7.17K ﹤0.01%
350
592
$7.12K ﹤0.01%
128
+3
593
$7.01K ﹤0.01%
30
+1
594
$6.98K ﹤0.01%
+24
595
$6.98K ﹤0.01%
300
596
$6.96K ﹤0.01%
89
597
$6.8K ﹤0.01%
236
598
$6.79K ﹤0.01%
300
599
$6.76K ﹤0.01%
280
600
$6.71K ﹤0.01%
+150
22 23
24
25 26