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
751
$2.01K ﹤0.01%
126
752
$2K ﹤0.01%
124
753
$1.98K ﹤0.01%
118
-1,169
754
$1.97K ﹤0.01%
824
755
$1.95K ﹤0.01%
51
-85
756
$1.93K ﹤0.01%
40
757
$1.9K ﹤0.01%
63
758
$1.88K ﹤0.01%
187
759
$1.86K ﹤0.01%
18
760
$1.83K ﹤0.01%
89
+2
761
$1.83K ﹤0.01%
+69
762
$1.8K ﹤0.01%
33
763
$1.8K ﹤0.01%
16
-3
764
$1.78K ﹤0.01%
46
765
$1.78K ﹤0.01%
76
766
$1.77K ﹤0.01%
8
767
$1.77K ﹤0.01%
209
768
$1.73K ﹤0.01%
52
769
$1.73K ﹤0.01%
17
770
$1.72K ﹤0.01%
100
771
$1.72K ﹤0.01%
+103
772
$1.71K ﹤0.01%
7
773
$1.68K ﹤0.01%
50
774
$1.68K ﹤0.01%
32
775
$1.67K ﹤0.01%
+28
29 30
31
32 33