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
201
$104K 0.05%
7,555
+2,815
202
$102K 0.05%
2,950
-100
203
$97K 0.04%
760
204
$93K 0.04%
1,773
-10
205
$92K 0.04%
16,300
-5,000
206
$92K 0.04%
2,037
+2
207
$90K 0.04%
1,142
208
$90K 0.04%
1,016
-385
209
$90K 0.04%
1,451
210
$89K 0.04%
7,224
+6,888
211
$89K 0.04%
3,569
212
$88K 0.04%
2,696
+12
213
$88K 0.04%
5,884
214
$87K 0.04%
2,750
-8,682
215
$83K 0.04%
1,496
+4
216
$79K 0.04%
865
+45
217
$79K 0.04%
3,245
218
$77K 0.04%
+3,186
219
$77K 0.04%
1,344
220
$77K 0.04%
5,460
+795
221
$75K 0.03%
+3,800
222
$74K 0.03%
+7,150
223
$73K 0.03%
618
224
$72K 0.03%
993
225
$72K 0.03%
1,500
7 8
9
10 11