FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
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
776
$1.66K ﹤0.01%
4,953
+353
777
$1.65K ﹤0.01%
23
-4
778
$1.59K ﹤0.01%
18
779
$1.59K ﹤0.01%
65
+2
780
$1.55K ﹤0.01%
242
781
$1.54K ﹤0.01%
319
+14
782
$1.53K ﹤0.01%
125
+4
783
$1.51K ﹤0.01%
87
784
$1.51K ﹤0.01%
263
-109
785
$1.5K ﹤0.01%
15
786
$1.49K ﹤0.01%
132
787
$1.48K ﹤0.01%
37
788
$1.47K ﹤0.01%
3
-206
789
$1.43K ﹤0.01%
20
+1
790
$1.42K ﹤0.01%
26
791
$1.42K ﹤0.01%
46
792
$1.41K ﹤0.01%
200
793
$1.39K ﹤0.01%
14
794
$1.39K ﹤0.01%
200
795
$1.39K ﹤0.01%
25
796
$1.38K ﹤0.01%
24
797
$1.35K ﹤0.01%
38
+1
798
$1.35K ﹤0.01%
6
799
$1.35K ﹤0.01%
50
800
$1.34K ﹤0.01%
11
-620
30 31
32
33 34