FWM
Focused Wealth Management Portfolio holdings
AUM
$819M
1-Year Return
16.9%
This Quarter Return
+5.77%
1 Year Return
+16.9%
3 Year Return
+58.23%
5 Year Return
+83.58%
10 Year Return
+159.12%
AUM
$173M
AUM Growth
+$20.7M
(+14%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
7.22%
Top 10 Holdings %
Top 10 Hldgs %
43.99%
Holding
777
New
47
Increased
206
Reduced
83
Closed
42
Top Buys
| 1 |
Vanguard FTSE Europe ETF
VGK
|
$2.98M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$2.49M |
| 3 |
Bank of America
BAC
|
$1.16M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$703K |
| 5 |
CS
Credit Suisse Group
CS
|
$524K |
Top Sells
Sector Composition
| 1 | Financials | 10.16% |
| 2 | Industrials | 7.07% |
| 3 | Technology | 4.71% |
| 4 | Healthcare | 4.64% |
| 5 | Energy | 3.25% |