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
$228M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$798K
2
+$463K
3
+$441K
4
SLB icon
SLB Ltd
SLB
+$413K
5
BND icon
Vanguard Total Bond Market
BND
+$354K

Top Sells

1
+$471K
2
+$326K
3
+$305K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$222K
5
NVDA icon
NVIDIA
NVDA
+$185K

Sector Composition

1 Financials 8.73%
2 Technology 5.28%
3 Industrials 5.14%
4 Healthcare 4.61%
5 Energy 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1K ﹤0.01%
36
-5,725
627
$1K ﹤0.01%
7
628
$1K ﹤0.01%
48
629
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32
630
$1K ﹤0.01%
47
631
$1K ﹤0.01%
+50
632
$1K ﹤0.01%
55
633
$1K ﹤0.01%
460
634
$1K ﹤0.01%
63
635
$1K ﹤0.01%
+100
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%
14
+1
646
$1K ﹤0.01%
100
647
$1K ﹤0.01%
40
648
$1K ﹤0.01%
9,500
649
$1K ﹤0.01%
125
650
$1K ﹤0.01%
+500
24 25
26
27 28