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
176
$146K 0.07%
+1,900
177
$145K 0.07%
+5,700
178
$143K 0.07%
3,571
-3,732
179
$142K 0.07%
5,847
-588
180
$141K 0.06%
+2,215
181
$140K 0.06%
+8,450
182
$136K 0.06%
2,135
+825
183
$134K 0.06%
+2,000
184
$134K 0.06%
+5,400
185
$133K 0.06%
2,145
-47
186
$133K 0.06%
+1,200
187
$129K 0.06%
15,868
-725
188
$126K 0.06%
+5,250
189
$125K 0.06%
917
-50
190
$123K 0.06%
+2,733
191
$122K 0.06%
22,388
-563
192
$122K 0.06%
+3,338
193
$121K 0.06%
500
+400
194
$117K 0.05%
1,546
+13
195
$115K 0.05%
1,041
196
$113K 0.05%
1,372
-98
197
$111K 0.05%
858
-259
198
$111K 0.05%
1,508
-13
199
$110K 0.05%
3,755
200
$108K 0.05%
2,272
6 7
8
9 10