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
151
$57K 0.05%
+4,716
152
$57K 0.05%
+300
153
$57K 0.05%
+1,377
154
$56K 0.05%
+1,261
155
$56K 0.05%
+1,177
156
$54K 0.05%
+4,174
157
$51K 0.05%
+523
158
$51K 0.05%
+567
159
$49K 0.05%
+1,195
160
$49K 0.05%
+875
161
$48K 0.05%
+3,829
162
$48K 0.05%
+1,153
163
$48K 0.05%
+3,695
164
$48K 0.05%
+1,942
165
$47K 0.04%
+6,263
166
$47K 0.04%
+1,031
167
$47K 0.04%
+968
168
$47K 0.04%
+12,451
169
$44K 0.04%
+1,218
170
$44K 0.04%
+1,256
171
$44K 0.04%
+3,123
172
$43K 0.04%
+1,528
173
$43K 0.04%
+506
174
$43K 0.04%
+636
175
$43K 0.04%
+1,000
5 6
7
8 9