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
$476M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$4.59M
3
+$3.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.06M

Top Sells

1
+$20.5M
2
+$13.9M
3
+$6.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.17M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.82M

Sector Composition

1 Technology 4.88%
2 Financials 3.73%
3 Consumer Discretionary 3.07%
4 Communication Services 2.23%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
37
777
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7
778
$1K ﹤0.01%
31
779
$1K ﹤0.01%
26
780
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50
781
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14
782
$1K ﹤0.01%
2
783
$1K ﹤0.01%
74
784
$1K ﹤0.01%
160
785
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1
-2
786
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48
787
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100
788
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170
789
$1K ﹤0.01%
6
790
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35
791
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10
792
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175
+2
793
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26
794
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6
795
$1K ﹤0.01%
9
796
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+42
797
$1K ﹤0.01%
20
798
$1K ﹤0.01%
500
799
$1K ﹤0.01%
50
800
$1K ﹤0.01%
112
30 31
32
33 34