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
$476M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$4.59M
3
+$3.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.06M

Top Sells

1
+$20.5M
2
+$13.9M
3
+$6.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.17M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.82M

Sector Composition

1 Technology 4.88%
2 Financials 3.73%
3 Consumer Discretionary 3.07%
4 Communication Services 2.23%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5K ﹤0.01%
100
602
$5K ﹤0.01%
+63
603
$5K ﹤0.01%
675
604
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605
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103
606
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168
607
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83
608
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403
609
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350
610
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293
+5
611
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714
+15
612
$5K ﹤0.01%
36
613
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27
-500
614
$5K ﹤0.01%
+300
615
$5K ﹤0.01%
160
+2
616
$5K ﹤0.01%
+125
617
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339
+6
618
$5K ﹤0.01%
36
619
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103
-52
620
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43
621
$4K ﹤0.01%
+90
622
$4K ﹤0.01%
200
623
$4K ﹤0.01%
1,925
624
$4K ﹤0.01%
221
625
$4K ﹤0.01%
400
23 24
25
26 27