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
726
$2.46K ﹤0.01%
50
727
$2.45K ﹤0.01%
51
728
$2.45K ﹤0.01%
60
729
$2.45K ﹤0.01%
100
730
$2.44K ﹤0.01%
157
-193
731
$2.42K ﹤0.01%
60
732
$2.42K ﹤0.01%
167
733
$2.42K ﹤0.01%
100
734
$2.39K ﹤0.01%
4
-1
735
$2.38K ﹤0.01%
507
736
$2.34K ﹤0.01%
124
737
$2.33K ﹤0.01%
18
738
$2.31K ﹤0.01%
27
739
$2.28K ﹤0.01%
100
740
$2.25K ﹤0.01%
13
741
$2.25K ﹤0.01%
500
742
$2.21K ﹤0.01%
2,067
743
$2.19K ﹤0.01%
579
744
$2.19K ﹤0.01%
107
745
$2.17K ﹤0.01%
100
746
$2.14K ﹤0.01%
40
747
$2.13K ﹤0.01%
175
748
$2.13K ﹤0.01%
93
-10,000
749
$2.12K ﹤0.01%
86
750
$2.01K ﹤0.01%
226
28 29
30
31 32