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
$218M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.19M
3
+$2.98M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.41M

Top Sells

1
+$2.03M
2
+$1.08M
3
+$747K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$483K
5
DHI icon
D.R. Horton
DHI
+$275K

Sector Composition

1 Financials 8.6%
2 Industrials 5.44%
3 Technology 5.07%
4 Healthcare 4.74%
5 Energy 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2K ﹤0.01%
173
-76
602
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211
+4
603
$2K ﹤0.01%
100
604
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384
+1
605
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100
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41
-8
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18
608
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26
609
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300
610
$2K ﹤0.01%
119
611
$2K ﹤0.01%
1,121
612
$1K ﹤0.01%
100
613
$1K ﹤0.01%
71
614
$1K ﹤0.01%
50
615
$1K ﹤0.01%
17
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$1K ﹤0.01%
9
617
$1K ﹤0.01%
27
-402
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13
619
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17
-29
620
$1K ﹤0.01%
+70
621
– –
0
622
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67
623
$1K ﹤0.01%
30
624
$1K ﹤0.01%
90
+2
625
$1K ﹤0.01%
+30
23 24
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