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
801
$1.33K ﹤0.01%
14
802
$1.33K ﹤0.01%
74
-55
803
$1.29K ﹤0.01%
8
804
$1.29K ﹤0.01%
28
805
$1.27K ﹤0.01%
63
806
$1.27K ﹤0.01%
13
807
$1.24K ﹤0.01%
77
808
$1.24K ﹤0.01%
350
809
$1.23K ﹤0.01%
25
810
$1.22K ﹤0.01%
53
811
$1.22K ﹤0.01%
200
-50
812
$1.22K ﹤0.01%
15
813
$1.21K ﹤0.01%
100
814
$1.19K ﹤0.01%
16
815
$1.19K ﹤0.01%
173
816
$1.18K ﹤0.01%
40
817
$1.16K ﹤0.01%
5
818
$1.1K ﹤0.01%
4
819
$1.07K ﹤0.01%
24
820
$1.07K ﹤0.01%
112
821
$1.07K ﹤0.01%
99
822
$1.07K ﹤0.01%
22
823
$1.05K ﹤0.01%
16
824
$1.05K ﹤0.01%
37
825
$1.04K ﹤0.01%
4
31 32
33
34 35