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
$476M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$4.59M
3
+$3.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.06M

Top Sells

1
+$20.5M
2
+$13.9M
3
+$6.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.17M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.82M

Sector Composition

1 Technology 4.88%
2 Financials 3.73%
3 Consumer Discretionary 3.07%
4 Communication Services 2.23%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$3K ﹤0.01%
58
677
$3K ﹤0.01%
84
678
$3K ﹤0.01%
140
-2,000
679
$3K ﹤0.01%
50
680
$3K ﹤0.01%
39
681
$3K ﹤0.01%
100
682
$3K ﹤0.01%
54
683
$3K ﹤0.01%
124
684
$3K ﹤0.01%
+20
685
$3K ﹤0.01%
111
686
$3K ﹤0.01%
22
687
$3K ﹤0.01%
58
+1
688
$3K ﹤0.01%
39
689
$3K ﹤0.01%
269
+8
690
$3K ﹤0.01%
101
691
$3K ﹤0.01%
59
-120
692
$3K ﹤0.01%
1,142
+34
693
$3K ﹤0.01%
+404
694
$3K ﹤0.01%
150
695
$3K ﹤0.01%
67
696
$3K ﹤0.01%
160
+1
697
$3K ﹤0.01%
58
698
$3K ﹤0.01%
118
+2
699
$3K ﹤0.01%
492
700
$3K ﹤0.01%
275
26 27
28
29 30