FWM
Focused Wealth Management Portfolio holdings
AUM
$819M
1-Year Return
16.9%
This Quarter Return
+4.83%
1 Year Return
+16.9%
3 Year Return
+58.23%
5 Year Return
+83.58%
10 Year Return
+159.12%
AUM
$255M
AUM Growth
+$18.7M
(+7.9%)
Cap. Flow
+$8.3M
Cap. Flow
% of AUM
3.25%
Top 10 Holdings %
Top 10 Hldgs %
44.72%
Holding
764
New
29
Increased
154
Reduced
121
Closed
41
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$5.7M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.96M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$1.83M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
$1.61M |
| 5 |
UnitedHealth
UNH
|
$492K |
Sector Composition
| 1 | Financials | 9.88% |
| 2 | Technology | 4.73% |
| 3 | Healthcare | 4.39% |
| 4 | Industrials | 4.22% |
| 5 | Energy | 3.01% |