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
826
$1.03K ﹤0.01%
76
+1
827
$1.02K ﹤0.01%
51
+1
828
$1.02K ﹤0.01%
+17
829
$1.02K ﹤0.01%
+549
830
$1.02K ﹤0.01%
69
831
$1.02K ﹤0.01%
175
+3
832
$1.01K ﹤0.01%
30
833
$1K ﹤0.01%
3
834
$974 ﹤0.01%
480
835
$971 ﹤0.01%
48
836
$955 ﹤0.01%
50
837
$947 ﹤0.01%
8
838
$913 ﹤0.01%
9
839
$905 ﹤0.01%
48
840
$870 ﹤0.01%
7
841
$859 ﹤0.01%
17
842
$849 ﹤0.01%
53
843
$817 ﹤0.01%
20
844
$815 ﹤0.01%
9
845
$809 ﹤0.01%
16
846
$784 ﹤0.01%
37
847
$750 ﹤0.01%
64
+1
848
$749 ﹤0.01%
221
849
$741 ﹤0.01%
14
850
$734 ﹤0.01%
49
32 33
34
35 36