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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$5.31M
3
+$5.07M
4
IDV icon
iShares International Select Dividend ETF
IDV
+$5.03M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.14M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 4.62%
3 Industrials 4.34%
4 Healthcare 3.96%
5 Energy 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$201K 0.19%
+2,542
77
$201K 0.19%
+2,008
78
$198K 0.19%
+2,813
79
$195K 0.19%
+4,721
80
$194K 0.18%
+2,084
81
$193K 0.18%
+4,306
82
$187K 0.18%
+2,245
83
$186K 0.18%
+4,852
84
$179K 0.17%
+4,389
85
$173K 0.16%
+4,185
86
$170K 0.16%
+3,270
87
$169K 0.16%
+2,926
88
$168K 0.16%
+2,492
89
$162K 0.15%
+1,801
90
$159K 0.15%
+10,700
91
$158K 0.15%
+2,354
92
$156K 0.15%
+4,707
93
$155K 0.15%
+1,007
94
$154K 0.15%
+1,900
95
$153K 0.15%
+3,200
96
$152K 0.14%
+1,754
97
$149K 0.14%
+1,159
98
$147K 0.14%
+2,674
99
$146K 0.14%
+1,927
100
$142K 0.14%
+1,172
2 3
4
5 6