FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$679M
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$6.9M
3
+$2.01M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.51M
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$1.48M

Top Sells

1
+$6.61M
2
+$1.6M
3
+$455K
4
GE icon
GE Aerospace
GE
+$446K
5
PFE icon
Pfizer
PFE
+$368K

Sector Composition

1 Technology 6.24%
2 Financials 3.61%
3 Communication Services 2.85%
4 Consumer Discretionary 1.84%
5 Healthcare 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$17K ﹤0.01%
+121
177
$16.9K ﹤0.01%
+436
178
$13.6K ﹤0.01%
+53
179
$13.5K ﹤0.01%
+103
180
$9.9K ﹤0.01%
+102
181
$5.14K ﹤0.01%
+117
182
$1.82K ﹤0.01%
+126
183
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