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
$161M
AUM Growth
+$1.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$986K
3
+$963K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$784K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$663K

Top Sells

1
+$1.99M
2
+$670K
3
+$456K
4
AIG icon
American International
AIG
+$251K
5
WMT icon
Walmart
WMT
+$238K

Sector Composition

1 Financials 9.62%
2 Industrials 6.22%
3 Technology 4.79%
4 Healthcare 4.16%
5 Energy 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$88K 0.05%
5,884
+1,890
152
$82K 0.05%
1,017
-15
153
$82K 0.05%
781
+24
154
$80K 0.05%
18,435
+7,135
155
$80K 0.05%
613
+1
156
$79K 0.05%
700
157
$78K 0.05%
+4,112
158
$77K 0.05%
3,633
159
$77K 0.05%
618
160
$76K 0.05%
1,827
+2
161
$76K 0.05%
1,254
-86
162
$75K 0.05%
1,488
+14
163
$74K 0.05%
3,036
+16
164
$73K 0.05%
1,910
-589
165
$72K 0.04%
1,673
+2
166
$72K 0.04%
1,080
167
$71K 0.04%
2,189
168
$70K 0.04%
3,406
-503
169
$70K 0.04%
1,282
+2
170
$70K 0.04%
2,640
-3,457
171
$67K 0.04%
22,500
172
$67K 0.04%
953
-159
173
$67K 0.04%
1,070
-577
174
$67K 0.04%
733
+1
175
$66K 0.04%
621
+124
5 6
7
8 9