FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
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
+$5.44M
2
+$3.19M
3
+$2.98M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.41M

Top Sells

1
+$2.03M
2
+$1.08M
3
+$747K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$483K
5
DHI icon
D.R. Horton
DHI
+$275K

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%
+30
627
$1K ﹤0.01%
48
-200
628
$1K ﹤0.01%
28
629
$1K ﹤0.01%
32
630
$1K ﹤0.01%
47
631
$1K ﹤0.01%
55
632
$1K ﹤0.01%
460
633
$1K ﹤0.01%
91
634
$1K ﹤0.01%
25
-10
635
$1K ﹤0.01%
63
636
$1K ﹤0.01%
18
637
$1K ﹤0.01%
44
638
$1K ﹤0.01%
30
639
$1K ﹤0.01%
4
640
$1K ﹤0.01%
28
641
$1K ﹤0.01%
216
642
$1K ﹤0.01%
59
643
$1K ﹤0.01%
14
644
$1K ﹤0.01%
110
645
$1K ﹤0.01%
+77
646
$1K ﹤0.01%
66
647
$1K ﹤0.01%
19
648
$1K ﹤0.01%
40
649
$1K ﹤0.01%
9,500
650
$1K ﹤0.01%
125
24 25
26
27 28