FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
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
1,059
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$5.16M
3
+$4.23M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.92M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.17M

Top Sells

1
+$21.9M
2
+$14.4M
3
+$6.78M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.71M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.93M

Sector Composition

1 Technology 4.86%
2 Financials 3.74%
3 Consumer Discretionary 3.07%
4 Healthcare 2.28%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
50
752
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753
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200
754
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63
755
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+63
756
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40
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758
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759
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40
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761
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61
+1
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3
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764
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74
765
$2K ﹤0.01%
125
+25
766
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125
-6,025
767
$1K ﹤0.01%
7
768
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769
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770
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50
771
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9
772
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52
773
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12
774
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4
775
$1K ﹤0.01%
100
29 30
31
32 33