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
$608M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.78M
3
+$2.91M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.88M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.25M

Top Sells

1
+$9.09M
2
+$8.62M
3
+$2.95M
4
VTV icon
Vanguard Value ETF
VTV
+$1.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M

Sector Composition

1 Technology 5.95%
2 Financials 4.11%
3 Communication Services 2.87%
4 Consumer Discretionary 2.33%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$5.38K ﹤0.01%
52
627
$5.38K ﹤0.01%
120
+2
628
$5.36K ﹤0.01%
134
+1
629
$5.28K ﹤0.01%
746
+6
630
$5.27K ﹤0.01%
136
631
$5.27K ﹤0.01%
145
632
$5.17K ﹤0.01%
243
+3
633
$5.1K ﹤0.01%
1,000
634
$5.07K ﹤0.01%
559
-151
635
$5.06K ﹤0.01%
155
636
$5.04K ﹤0.01%
80
637
$5.03K ﹤0.01%
106
+1
638
$5.02K ﹤0.01%
58
639
$4.96K ﹤0.01%
574
640
$4.95K ﹤0.01%
150
641
$4.87K ﹤0.01%
+100
642
$4.86K ﹤0.01%
25
643
$4.86K ﹤0.01%
170
644
$4.69K ﹤0.01%
129
645
$4.67K ﹤0.01%
38
646
$4.65K ﹤0.01%
30
647
$4.65K ﹤0.01%
52
+1
648
$4.6K ﹤0.01%
37
649
$4.51K ﹤0.01%
100
+2
650
$4.5K ﹤0.01%
46
-68
24 25
26
27 28