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
$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
801
$1K ﹤0.01%
35
802
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803
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143
804
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805
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806
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807
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808
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809
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24
810
– –
0
811
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812
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813
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814
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815
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816
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817
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+6
818
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65
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821
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822
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4
823
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25
824
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5
825
$1K ﹤0.01%
+17
31 32
33
34 35