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
$476M
AUM Growth
-$72.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,060
New
Increased
Reduced
Closed

Top Buys

1
+$6.39M
2
+$4.59M
3
+$3.87M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.06M

Top Sells

1
+$20.5M
2
+$13.9M
3
+$6.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$4.17M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.82M

Sector Composition

1 Technology 4.88%
2 Financials 3.73%
3 Consumer Discretionary 3.07%
4 Communication Services 2.23%
5 Healthcare 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$1K ﹤0.01%
17
877
$1K ﹤0.01%
+28
878
$1K ﹤0.01%
14
879
$1K ﹤0.01%
30
-1,250
880
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159
+1
881
$1K ﹤0.01%
14
882
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200
883
$1K ﹤0.01%
15
884
$1K ﹤0.01%
14
885
$1K ﹤0.01%
250
886
$1K ﹤0.01%
39
887
$1K ﹤0.01%
20
888
$1K ﹤0.01%
132
889
$1K ﹤0.01%
27
890
$1K ﹤0.01%
41
891
$1K ﹤0.01%
188
892
$1K ﹤0.01%
1,000
893
$1K ﹤0.01%
36
894
$1K ﹤0.01%
8
895
$1K ﹤0.01%
2,550
896
– –
0
897
$0 ﹤0.01%
65
898
– –
-2,000
899
$0 ﹤0.01%
5
900
– –
0
34 35
36
37 38