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
$183M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.96M
3
+$4.32M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.22M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.71M

Top Sells

1
+$7.54M
2
+$7.33M
3
+$2.75M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.71M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.62M

Sector Composition

1 Financials 8.4%
2 Industrials 5.46%
3 Technology 5.24%
4 Healthcare 4.85%
5 Communication Services 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$45K 0.02%
577
202
$45K 0.02%
1,186
+6
203
$44K 0.02%
2,634
+584
204
$44K 0.02%
1,040
205
$44K 0.02%
2,700
206
$43K 0.02%
551
+80
207
$43K 0.02%
1,519
+2
208
$42K 0.02%
+325
209
$42K 0.02%
300
210
$42K 0.02%
568
-442
211
$42K 0.02%
480
+45
212
$41K 0.02%
50
+48
213
$41K 0.02%
408
-4,075
214
$41K 0.02%
1,600
215
$40K 0.02%
452
-592
216
$40K 0.02%
2,887
+5
217
$40K 0.02%
2,697
-20
218
$40K 0.02%
181
-52
219
$39K 0.02%
1,042
220
$39K 0.02%
260
221
$39K 0.02%
+34
222
$38K 0.02%
847
+4
223
$38K 0.02%
2,597
224
$38K 0.02%
2,400
225
$38K 0.02%
3,421
+235
7 8
9
10 11