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
$160M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.71M
3
+$2.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.25M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$274K
4
GE icon
GE Aerospace
GE
+$197K
5
AIG icon
American International
AIG
+$155K

Sector Composition

1 Financials 9.77%
2 Industrials 6.51%
3 Technology 4.8%
4 Healthcare 4.53%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
67
627
$1K ﹤0.01%
101
628
$1K ﹤0.01%
30
629
$1K ﹤0.01%
5
630
$1K ﹤0.01%
+7
631
$1K ﹤0.01%
110
632
$1K ﹤0.01%
40
633
$1K ﹤0.01%
46
634
$1K ﹤0.01%
28
635
$1K ﹤0.01%
39
636
$1K ﹤0.01%
47
637
$1K ﹤0.01%
55
638
$1K ﹤0.01%
550
639
$1K ﹤0.01%
63
640
$1K ﹤0.01%
30
641
$1K ﹤0.01%
4
642
$1K ﹤0.01%
208
643
$1K ﹤0.01%
14
644
$1K ﹤0.01%
100
645
$1K ﹤0.01%
66
646
– –
0
647
$1K ﹤0.01%
13
648
$1K ﹤0.01%
375
+1
649
$1K ﹤0.01%
18
-250
650
$1K ﹤0.01%
26
24 25
26
27 28