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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$5.31M
3
+$5.07M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$5.03M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 4.62%
3 Industrials 4.34%
4 Healthcare 3.96%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$0 ﹤0.01%
+10
602
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603
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604
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605
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606
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+620
607
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608
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609
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610
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611
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612
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+80
613
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614
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615
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616
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+300
617
$0 ﹤0.01%
+66
618
$0 ﹤0.01%
+2
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