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
$611M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.57M
3
+$2.57M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$570K

Top Sells

1
+$5.42M
2
+$815K
3
+$632K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$355K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$310K

Sector Composition

1 Technology 4.92%
2 Financials 4.5%
3 Consumer Discretionary 2.95%
4 Healthcare 2.37%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$6K ﹤0.01%
45
+10
652
$6K ﹤0.01%
109
+14
653
$6K ﹤0.01%
221
654
$6K ﹤0.01%
100
655
$5K ﹤0.01%
400
656
$5K ﹤0.01%
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657
$5K ﹤0.01%
100
658
$5K ﹤0.01%
+200
659
$5K ﹤0.01%
443
660
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406
661
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38
662
$5K ﹤0.01%
170
663
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100
664
$5K ﹤0.01%
50
665
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89
+1
666
$5K ﹤0.01%
+100
667
$5K ﹤0.01%
62
668
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669
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246
+4
670
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101
+1
671
$5K ﹤0.01%
168
672
$5K ﹤0.01%
115
+1
673
$5K ﹤0.01%
28
+1
674
$5K ﹤0.01%
206
675
$5K ﹤0.01%
288
25 26
27
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