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
$476M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$4.59M
3
+$3.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.06M

Top Sells

1
+$20.5M
2
+$13.9M
3
+$6.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.17M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.82M

Sector Composition

1 Technology 4.88%
2 Financials 3.73%
3 Consumer Discretionary 3.07%
4 Communication Services 2.23%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$2K ﹤0.01%
86
727
$2K ﹤0.01%
200
728
$2K ﹤0.01%
5
729
$2K ﹤0.01%
38
730
$2K ﹤0.01%
103
731
$2K ﹤0.01%
20
732
$2K ﹤0.01%
240
+4
733
$2K ﹤0.01%
181
734
$2K ﹤0.01%
21
-40,060
735
$2K ﹤0.01%
8
736
$2K ﹤0.01%
50
737
$2K ﹤0.01%
50
738
$2K ﹤0.01%
80
+2
739
$2K ﹤0.01%
116
+1
740
$2K ﹤0.01%
265
741
$2K ﹤0.01%
13
742
$2K ﹤0.01%
200
743
$2K ﹤0.01%
63
744
$2K ﹤0.01%
+63
745
$2K ﹤0.01%
40
746
$2K ﹤0.01%
84
747
$2K ﹤0.01%
174
748
$2K ﹤0.01%
83
749
$2K ﹤0.01%
+20
750
$2K ﹤0.01%
127
28 29
30
31 32