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
$611M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.57M
3
+$2.57M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$570K

Top Sells

1
+$5.42M
2
+$815K
3
+$632K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$355K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$310K

Sector Composition

1 Technology 4.92%
2 Financials 4.5%
3 Consumer Discretionary 2.95%
4 Healthcare 2.37%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$8K ﹤0.01%
101
+1
602
$8K ﹤0.01%
67
603
$8K ﹤0.01%
488
+4
604
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500
-400
605
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295
+1
606
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376
+85
607
$8K ﹤0.01%
100
608
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38
609
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830
+12
610
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1,000
611
$7K ﹤0.01%
89
+10
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25
613
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35
614
$7K ﹤0.01%
80
615
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653
-168
616
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205
617
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+278
618
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200
619
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22
620
$7K ﹤0.01%
103
-800
621
$7K ﹤0.01%
83
622
$7K ﹤0.01%
403
623
$7K ﹤0.01%
300
624
$7K ﹤0.01%
652
+13
625
$7K ﹤0.01%
437
23 24
25
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