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
$362M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$7.47M
3
+$1.56M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$916K
5
RDFN
Redfin
RDFN
+$311K

Top Sells

1
+$13.5M
2
+$2.3M
3
+$1.98M
4
BX icon
Blackstone
BX
+$1.47M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$1.03M

Sector Composition

1 Financials 5.74%
2 Technology 4.58%
3 Healthcare 2.42%
4 Industrials 2.34%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
100
627
$1K ﹤0.01%
29
628
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100
629
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-2
630
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50
631
$1K ﹤0.01%
4
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632
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24
633
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634
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26
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635
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636
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49
637
$1K ﹤0.01%
11
638
$1K ﹤0.01%
5
639
$1K ﹤0.01%
30
640
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98
641
$1K ﹤0.01%
24
-50
642
$1K ﹤0.01%
6
-1,200
643
$1K ﹤0.01%
424
+83
644
$1K ﹤0.01%
46
645
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646
$1K ﹤0.01%
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647
$1K ﹤0.01%
34
648
$1K ﹤0.01%
29
+1
649
$1K ﹤0.01%
2
650
$1K ﹤0.01%
8
24 25
26
27 28