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
$268M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$700K
3
+$455K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$434K
5
F icon
Ford
F
+$404K

Top Sells

1
+$2.33M
2
+$534K
3
+$304K
4
TSLA icon
Tesla
TSLA
+$300K
5
BIDU icon
Baidu
BIDU
+$290K

Sector Composition

1 Financials 9.9%
2 Technology 4.66%
3 Healthcare 4.62%
4 Industrials 4.13%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$97K 0.04%
650
227
$94K 0.04%
3,186
228
$91K 0.03%
907
229
$90K 0.03%
2,057
+327
230
$89K 0.03%
1,142
231
$89K 0.03%
900
232
$86K 0.03%
310
+1
233
$85K 0.03%
15,135
-200
234
$84K 0.03%
1,122
+5
235
$83K 0.03%
1,512
+6
236
$83K 0.03%
2,775
237
$81K 0.03%
5,500
238
$80K 0.03%
960
+1
239
$80K 0.03%
521
+4
240
$80K 0.03%
600
241
$79K 0.03%
2,800
242
$78K 0.03%
350
+192
243
$78K 0.03%
11,300
244
$77K 0.03%
1,489
+2
245
$77K 0.03%
416
+137
246
$76K 0.03%
1,558
+1
247
$76K 0.03%
825
+325
248
$75K 0.03%
570
249
$72K 0.03%
1,504
250
$72K 0.03%
886
8 9
10
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