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
$476M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,059
New
Increased
Reduced
Closed

Top Buys

1
+$7.18M
2
+$5.16M
3
+$4.23M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.92M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.17M

Top Sells

1
+$21.9M
2
+$14.4M
3
+$6.78M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.71M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.93M

Sector Composition

1 Technology 4.86%
2 Financials 3.75%
3 Consumer Discretionary 3.07%
4 Healthcare 2.28%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
36
+1
827
$1K ﹤0.01%
26
828
$1K ﹤0.01%
3
829
$1K ﹤0.01%
13
830
$1K ﹤0.01%
7
831
$1K ﹤0.01%
447
+150
832
$1K ﹤0.01%
175
+5
833
$1K ﹤0.01%
14
834
$1K ﹤0.01%
107
835
– –
0
836
$1K ﹤0.01%
24
837
$1K ﹤0.01%
150
838
$1K ﹤0.01%
7
839
$1K ﹤0.01%
86
+1
840
$1K ﹤0.01%
47
841
$1K ﹤0.01%
10
842
$1K ﹤0.01%
14
843
$1K ﹤0.01%
5
844
$1K ﹤0.01%
11
845
$1K ﹤0.01%
33
846
$1K ﹤0.01%
67
+1
847
$1K ﹤0.01%
51
848
$1K ﹤0.01%
103
+21
849
$1K ﹤0.01%
+102
850
$1K ﹤0.01%
17
32 33
34
35 36