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
$611M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$3.57M
3
+$2.57M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$2M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$570K

Top Sells

1
+$5.42M
2
+$815K
3
+$632K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$355K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$310K

Sector Composition

1 Technology 4.92%
2 Financials 4.5%
3 Consumer Discretionary 2.95%
4 Healthcare 2.37%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
100
752
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100
753
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+4
754
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60
755
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15
756
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101
757
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100
758
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224
+3
759
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72
760
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106
761
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181
762
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118
763
$2K ﹤0.01%
+24
764
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85
-29
765
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19
766
$2K ﹤0.01%
300
767
$2K ﹤0.01%
84
-80
768
$2K ﹤0.01%
69
769
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83
770
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31
771
$2K ﹤0.01%
+25
772
$2K ﹤0.01%
13
+5
773
$2K ﹤0.01%
100
774
$2K ﹤0.01%
+4
775
$2K ﹤0.01%
+18
29 30
31
32 33