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
$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 3.74%
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
851
$1K ﹤0.01%
112
852
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16
+1
853
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77
854
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62
855
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28
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857
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859
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861
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36
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863
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3
864
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865
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7
866
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447
+150
867
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24
868
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150
869
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7
870
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+1
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47
872
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10
873
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14
874
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5
875
$1K ﹤0.01%
11
33 34
35
36 37