FWM

Focused Wealth Management Portfolio holdings

AUM $957M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
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
+$5.32M
2
+$3.59M
3
+$2.6M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$2.03M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$589K

Top Sells

1
+$5.59M
2
+$813K
3
+$647K
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$353K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$320K

Sector Composition

1 Technology 4.89%
2 Financials 4.54%
3 Consumer Discretionary 2.95%
4 Healthcare 2.48%
5 Industrials 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
15
-21
777
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7
778
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800
779
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100
780
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100
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782
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783
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784
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785
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224
+3
786
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787
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+85
788
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14
789
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14
-486
790
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100
791
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100
792
$1K ﹤0.01%
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793
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6
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9
795
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7
796
$1K ﹤0.01%
+8
797
$1K ﹤0.01%
2
798
$1K ﹤0.01%
+32
799
$1K ﹤0.01%
34
800
$1K ﹤0.01%
+7
30 31
32
33 34