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
826
$1K ﹤0.01%
+51
827
$1K ﹤0.01%
55
828
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28
829
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30
830
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+16
831
$1K ﹤0.01%
42
832
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26
-47
833
$1K ﹤0.01%
+34
834
$1K ﹤0.01%
24
835
$1K ﹤0.01%
+3
836
$1K ﹤0.01%
4
+1
837
$1K ﹤0.01%
7
+1
838
$1K ﹤0.01%
+100
839
$1K ﹤0.01%
+8
840
$1K ﹤0.01%
203
+75
841
$1K ﹤0.01%
10
842
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14
843
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844
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+6
845
$1K ﹤0.01%
+21
846
$1K ﹤0.01%
65
+3
847
$1K ﹤0.01%
16
-42
848
$1K ﹤0.01%
+13
849
$1K ﹤0.01%
+200
850
$1K ﹤0.01%
36
32 33
34
35 36