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
876
$1K ﹤0.01%
26
-47
877
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+34
878
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+3
879
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4
+1
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7
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881
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+100
882
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+8
883
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203
+75
884
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10
885
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14
886
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+200
887
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36
888
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889
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4
890
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891
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7
892
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894
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10
895
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131
896
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40
897
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+50
898
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+3
899
$1K ﹤0.01%
+22
900
$1K ﹤0.01%
2
34 35
36
37 38