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
701
$3.13K ﹤0.01%
50
702
$3.12K ﹤0.01%
108
703
$3.1K ﹤0.01%
50
704
$3.1K ﹤0.01%
269
+6
705
$2.96K ﹤0.01%
100
706
$2.93K ﹤0.01%
91
707
$2.9K ﹤0.01%
800
708
$2.89K ﹤0.01%
8
709
$2.88K ﹤0.01%
250
710
$2.83K ﹤0.01%
513
711
$2.82K ﹤0.01%
13
712
$2.81K ﹤0.01%
19
713
$2.81K ﹤0.01%
12
-2
714
$2.79K ﹤0.01%
12
715
$2.77K ﹤0.01%
5
716
$2.72K ﹤0.01%
131
+1
717
$2.68K ﹤0.01%
70
+1
718
$2.67K ﹤0.01%
127
719
$2.58K ﹤0.01%
20
720
$2.52K ﹤0.01%
102
721
$2.48K ﹤0.01%
14
722
$2.48K ﹤0.01%
181
723
$2.47K ﹤0.01%
2,470
-12,600
724
$2.47K ﹤0.01%
182
725
$2.46K ﹤0.01%
6
27 28
29
30 31