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
826
$1K ﹤0.01%
+11
827
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+15
828
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80
829
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12
830
$1K ﹤0.01%
25
+23
831
$1K ﹤0.01%
+19
832
$1K ﹤0.01%
66
-5,534
833
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50
834
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10
835
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15
836
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39
+8
837
$1K ﹤0.01%
+17
838
$1K ﹤0.01%
3
839
$1K ﹤0.01%
+7
840
$1K ﹤0.01%
+10
841
$1K ﹤0.01%
125
+25
842
$1K ﹤0.01%
41
843
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+375
844
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24
845
$1K ﹤0.01%
29
846
$1K ﹤0.01%
6
-274
847
$1K ﹤0.01%
9
848
$1K ﹤0.01%
34
849
$1K ﹤0.01%
+7
850
$1K ﹤0.01%
50
32 33
34
35 36