FWM

Focused Wealth Management Portfolio holdings

AUM $957M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$5.43M
2
+$3.14M
3
+$2.91M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.91M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.39M

Top Sells

1
+$2.03M
2
+$1.07M
3
+$730K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$479K
5
DHI icon
D.R. Horton
DHI
+$265K

Sector Composition

1 Financials 8.6%
2 Industrials 5.52%
3 Technology 4.98%
4 Healthcare 4.76%
5 Energy 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
2,955
627
$1K ﹤0.01%
58
628
$1K ﹤0.01%
44
629
$1K ﹤0.01%
30
630
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48
-200
631
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+30
632
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+70
633
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17
-29
634
$1K ﹤0.01%
71
635
$1K ﹤0.01%
62
636
$1K ﹤0.01%
75
637
$1K ﹤0.01%
50
638
– –
0
639
$1K ﹤0.01%
50
640
$1K ﹤0.01%
19
641
$1K ﹤0.01%
66
642
$1K ﹤0.01%
+77
643
$1K ﹤0.01%
110
644
$1K ﹤0.01%
14
645
$1K ﹤0.01%
28
646
$1K ﹤0.01%
4
647
$1K ﹤0.01%
91
648
$1K ﹤0.01%
32
649
$1K ﹤0.01%
28
650
$1K ﹤0.01%
90
+2
24 25
26
27 28