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
676
$3.71K ﹤0.01%
104
677
$3.71K ﹤0.01%
447
678
$3.7K ﹤0.01%
23
679
$3.68K ﹤0.01%
309
+9
680
$3.67K ﹤0.01%
48
681
$3.66K ﹤0.01%
79
682
$3.66K ﹤0.01%
52
683
$3.64K ﹤0.01%
+197
684
$3.62K ﹤0.01%
19
685
$3.62K ﹤0.01%
100
686
$3.6K ﹤0.01%
78
-90
687
$3.57K ﹤0.01%
53
688
$3.47K ﹤0.01%
117
-28
689
$3.47K ﹤0.01%
46
690
$3.44K ﹤0.01%
4,000
691
$3.42K ﹤0.01%
117
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692
$3.41K ﹤0.01%
248
-105
693
$3.4K ﹤0.01%
200
694
$3.39K ﹤0.01%
162
695
$3.38K ﹤0.01%
30
-1,965
696
$3.37K ﹤0.01%
466
+14
697
$3.25K ﹤0.01%
58
698
$3.24K ﹤0.01%
100
699
$3.21K ﹤0.01%
654
+19
700
$3.15K ﹤0.01%
170
-101
26 27
28
29 30