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
$608M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,063
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.78M
3
+$2.91M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$2.88M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.25M

Top Sells

1
+$9.09M
2
+$8.62M
3
+$2.95M
4
VTV icon
Vanguard Value ETF
VTV
+$1.93M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.77M

Sector Composition

1 Technology 5.95%
2 Financials 4.11%
3 Communication Services 2.87%
4 Consumer Discretionary 2.33%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$97.4K 0.02%
+1,987
202
$97.2K 0.02%
5,321
-175
203
$96.4K 0.02%
1,059
+1
204
$94.8K 0.02%
637
205
$94.1K 0.02%
536
-28
206
$94K 0.02%
931
207
$93.9K 0.02%
804
+1
208
$93.6K 0.02%
871
+262
209
$92.7K 0.02%
2,506
+1,667
210
$92.1K 0.02%
785
+9
211
$91.8K 0.02%
3,925
+2,200
212
$91.7K 0.02%
+3,400
213
$91.4K 0.02%
3,688
+2
214
$90.3K 0.01%
1,114
+4
215
$90K 0.01%
1,349
+26
216
$89.4K 0.01%
203
217
$88.9K 0.01%
+312
218
$88.4K 0.01%
1,261
+107
219
$88.3K 0.01%
8,550
220
$88.2K 0.01%
3,052
+2,300
221
$88.1K 0.01%
672
-178
222
$87.9K 0.01%
2,448
+4
223
$87.2K 0.01%
3,715
+2,475
224
$86.2K 0.01%
399
+3
225
$85.8K 0.01%
4,149
-996
7 8
9
10 11