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
126
$81K 0.08%
+82,491
127
$81K 0.08%
+974
128
$79K 0.08%
+2,312
129
$78K 0.07%
+3,573
130
$77K 0.07%
+6,468
131
$77K 0.07%
+1,495
132
$76K 0.07%
+2,993
133
$76K 0.07%
+1,113
134
$74K 0.07%
+5,800
135
$72K 0.07%
+3,616
136
$68K 0.06%
+1,813
137
$68K 0.06%
+1,264
138
$65K 0.06%
+1,376
139
$65K 0.06%
+2,575
140
$64K 0.06%
+797
141
$64K 0.06%
+1,387
142
$63K 0.06%
+535
143
$62K 0.06%
+1,689
144
$61K 0.06%
+1,453
145
$60K 0.06%
+1,930
146
$60K 0.06%
+1,425
147
$59K 0.06%
+2,932
148
$59K 0.06%
+767
149
$58K 0.06%
+780
150
$58K 0.06%
+1,112
4 5
6
7 8