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
$160M
AUM Growth
+$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$3.71M
3
+$2.13M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.37M
5
IDV icon
iShares International Select Dividend ETF
IDV
+$1.25M

Top Sells

1
+$1.12M
2
+$1.06M
3
+$274K
4
GE icon
GE Aerospace
GE
+$197K
5
AIG icon
American International
AIG
+$155K

Sector Composition

1 Financials 9.77%
2 Industrials 6.51%
3 Technology 4.8%
4 Healthcare 4.53%
5 Energy 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$111K 0.07%
2,202
127
$111K 0.07%
2,386
+3
128
$110K 0.07%
1,007
+150
129
$110K 0.07%
2,272
130
$109K 0.07%
2,534
+1
131
$105K 0.06%
2,499
-433
132
$104K 0.06%
1,859
+8
133
$104K 0.06%
1,229
-27
134
$103K 0.06%
3,569
+3,458
135
$103K 0.06%
2,568
+444
136
$103K 0.06%
1,010
+412
137
$102K 0.06%
1,747
+179
138
$101K 0.06%
3,245
139
$95K 0.06%
1,680
+117
140
$93K 0.06%
1,004
+2
141
$92K 0.06%
1,123
-48
142
$91K 0.06%
1,340
+80
143
$91K 0.06%
5,227
+15
144
$89K 0.05%
1,536
+7
145
$89K 0.05%
700
146
$87K 0.05%
4,700
147
$85K 0.05%
612
+1
148
$83K 0.05%
1,032
-179
149
$83K 0.05%
+480
150
$83K 0.05%
3,909
+2,275
4 5
6
7 8