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
$161M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$986K
3
+$963K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$784K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$663K

Top Sells

1
+$1.99M
2
+$670K
3
+$456K
4
AIG icon
American International
AIG
+$251K
5
WMT icon
Walmart
WMT
+$238K

Sector Composition

1 Financials 9.62%
2 Industrials 6.22%
3 Technology 4.79%
4 Healthcare 4.16%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
212
+4
627
$1K ﹤0.01%
70
-18
628
$1K ﹤0.01%
14
629
$1K ﹤0.01%
100
630
$1K ﹤0.01%
66
631
– –
0
632
$1K ﹤0.01%
376
+1
633
$1K ﹤0.01%
19
-77
634
$1K ﹤0.01%
18
635
$1K ﹤0.01%
26
636
$1K ﹤0.01%
125
637
$1K ﹤0.01%
30
-6
638
– –
0
639
$1K ﹤0.01%
58
-300
640
$1K ﹤0.01%
10
641
$1K ﹤0.01%
1,115
642
$1K ﹤0.01%
120
643
$1K ﹤0.01%
2,610
644
$1K ﹤0.01%
50
645
$1K ﹤0.01%
100
646
$1K ﹤0.01%
40
647
– –
0
648
$1K ﹤0.01%
50
649
$1K ﹤0.01%
102
+2
650
$1K ﹤0.01%
62
24 25
26
27 28