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
$161M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$986K
3
+$963K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$784K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$663K

Top Sells

1
+$1.99M
2
+$670K
3
+$456K
4
AIG icon
American International
AIG
+$251K
5
WMT icon
Walmart
WMT
+$238K

Sector Composition

1 Financials 9.62%
2 Industrials 6.22%
3 Technology 4.79%
4 Healthcare 4.16%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$511K 0.32%
2,446
-978
52
$508K 0.31%
7,181
-315
53
$498K 0.31%
35,604
-802
54
$489K 0.3%
33,708
55
$480K 0.3%
4,979
+2,222
56
$474K 0.29%
36,607
-1,588
57
$467K 0.29%
4,720
-3
58
$450K 0.28%
16,759
-3,991
59
$444K 0.27%
15,819
+534
60
$441K 0.27%
19,032
61
$433K 0.27%
13,626
-1,442
62
$432K 0.27%
1,305
-15
63
$430K 0.27%
13,511
+422
64
$417K 0.26%
7,679
-3,728
65
$412K 0.25%
29,770
66
$411K 0.25%
45,389
-1,975
67
$401K 0.25%
3,748
+33
68
$397K 0.25%
5,076
-491
69
$380K 0.24%
33,404
-4,875
70
$366K 0.23%
3,498
71
$363K 0.22%
4,258
+532
72
$355K 0.22%
15,834
-2,271
73
$343K 0.21%
6,458
+5,935
74
$328K 0.2%
7,617
+114
75
$322K 0.2%
36,124
-730
1 2
3
4 5