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
$218M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$3.19M
3
+$2.98M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.92M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.41M

Top Sells

1
+$2.03M
2
+$1.08M
3
+$747K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$483K
5
DHI icon
D.R. Horton
DHI
+$275K

Sector Composition

1 Financials 8.6%
2 Industrials 5.44%
3 Technology 5.07%
4 Healthcare 4.74%
5 Energy 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$174K 0.08%
3,421
+3,301
152
$172K 0.08%
+4,350
153
$171K 0.08%
5,908
+5,768
154
$167K 0.08%
1,000
155
$166K 0.08%
+6,450
156
$166K 0.08%
1,315
+215
157
$165K 0.08%
1,355
+1,300
158
$163K 0.07%
+2,000
159
$162K 0.07%
+2,950
160
$161K 0.07%
+4,900
161
$160K 0.07%
+1,150
162
$158K 0.07%
4,340
+3,618
163
$157K 0.07%
+2,100
164
$157K 0.07%
1,312
-98
165
$156K 0.07%
1,920
-50
166
$156K 0.07%
11,051
-350
167
$156K 0.07%
+4,350
168
$155K 0.07%
10,781
+7,149
169
$154K 0.07%
4,607
170
$154K 0.07%
1,737
+21
171
$154K 0.07%
+2,050
172
$151K 0.07%
3,689
-48
173
$151K 0.07%
+2,950
174
$149K 0.07%
1,879
+1,751
175
$148K 0.07%
+3,900
5 6
7
8 9