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
$608M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.78M
3
+$2.91M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.88M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.25M

Top Sells

1
+$9.09M
2
+$8.62M
3
+$2.95M
4
VTV icon
Vanguard Value ETF
VTV
+$1.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M

Sector Composition

1 Technology 5.95%
2 Financials 4.11%
3 Communication Services 2.87%
4 Consumer Discretionary 2.33%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$6.7K ﹤0.01%
516
+16
602
$6.67K ﹤0.01%
+49
603
$6.64K ﹤0.01%
50
604
$6.62K ﹤0.01%
600
605
$6.56K ﹤0.01%
833
606
$6.49K ﹤0.01%
213
+1
607
$6.43K ﹤0.01%
71
608
$6.26K ﹤0.01%
100
609
$6.25K ﹤0.01%
50
610
$6.12K ﹤0.01%
324
+7
611
$6.09K ﹤0.01%
784
612
$6.09K ﹤0.01%
304
-97
613
$6.06K ﹤0.01%
865
614
$5.96K ﹤0.01%
131
+1
615
$5.92K ﹤0.01%
250
616
$5.87K ﹤0.01%
107
+1
617
$5.87K ﹤0.01%
112
-15
618
$5.84K ﹤0.01%
1,524
619
$5.81K ﹤0.01%
100
620
$5.8K ﹤0.01%
437
621
$5.74K ﹤0.01%
260
+12
622
$5.7K ﹤0.01%
58
623
$5.62K ﹤0.01%
317
-4
624
$5.47K ﹤0.01%
38
+29
625
$5.46K ﹤0.01%
100
23 24
25
26 27