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
851
$1K ﹤0.01%
+33
852
$1K ﹤0.01%
4
853
$1K ﹤0.01%
+40
854
$1K ﹤0.01%
7
855
$1K ﹤0.01%
4
856
$1K ﹤0.01%
20
-18
857
$1K ﹤0.01%
+46
858
$1K ﹤0.01%
10
859
$1K ﹤0.01%
131
860
$1K ﹤0.01%
40
861
$1K ﹤0.01%
+50
862
$1K ﹤0.01%
25
863
$1K ﹤0.01%
5
864
$1K ﹤0.01%
+15
865
$1K ﹤0.01%
80
866
$1K ﹤0.01%
12
867
$1K ﹤0.01%
+3
868
$1K ﹤0.01%
+22
869
$1K ﹤0.01%
2
870
$1K ﹤0.01%
25
+23
871
$1K ﹤0.01%
+19
872
$1K ﹤0.01%
66
-5,534
873
$1K ﹤0.01%
+17
874
$1K ﹤0.01%
+17
875
$1K ﹤0.01%
50
33 34
35
36 37