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
$161M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$986K
3
+$963K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$784K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$663K

Top Sells

1
+$1.99M
2
+$670K
3
+$456K
4
AIG icon
American International
AIG
+$251K
5
WMT icon
Walmart
WMT
+$238K

Sector Composition

1 Financials 9.62%
2 Industrials 6.22%
3 Technology 4.79%
4 Healthcare 4.16%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$1K ﹤0.01%
28
-18
602
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143
603
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40
604
– –
0
605
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34
606
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607
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101
608
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30
609
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90
-4,798
610
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5
611
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7
612
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82
613
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110
614
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40
615
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616
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50
617
$1K ﹤0.01%
28
618
$1K ﹤0.01%
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619
$1K ﹤0.01%
47
620
$1K ﹤0.01%
55
621
$1K ﹤0.01%
440
-110
622
$1K ﹤0.01%
63
623
$1K ﹤0.01%
153
624
$1K ﹤0.01%
30
625
$1K ﹤0.01%
4
23 24
25
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