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
$513M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
889
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.64M
3
+$1.52M
4
VTV icon
Vanguard Value ETF
VTV
+$1.39M
5
KMI icon
Kinder Morgan
KMI
+$977K

Top Sells

1
+$1.42M
2
+$939K
3
+$795K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$628K
5
AAPL icon
Apple
AAPL
+$541K

Sector Composition

1 Technology 5.08%
2 Financials 4%
3 Consumer Discretionary 2.75%
4 Healthcare 2.62%
5 Communication Services 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
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702
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250
703
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704
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120
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705
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706
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707
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708
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+2
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710
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361
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200
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300
+200
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719
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721
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11
722
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+33
723
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50
724
$1K ﹤0.01%
+13
725
$1K ﹤0.01%
14
27 28
29
30 31