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
251
$69K 0.03%
718
+1
252
$68K 0.03%
7,045
+15
253
$67K 0.03%
763
254
$67K 0.03%
500
255
$66K 0.02%
1,022
-2
256
$66K 0.02%
900
257
$65K 0.02%
8,675
258
$65K 0.02%
1,500
259
$64K 0.02%
3,823
+54
260
$63K 0.02%
914
-49
261
$62K 0.02%
702
262
$62K 0.02%
1,114
263
$61K 0.02%
3,508
264
$60K 0.02%
1,336
265
$58K 0.02%
+3,400
266
$58K 0.02%
1,500
267
$57K 0.02%
549
268
$57K 0.02%
691
-6
269
$55K 0.02%
22,500
270
$54K 0.02%
2,267
271
$54K 0.02%
2,400
272
$53K 0.02%
1,040
273
$53K 0.02%
446
+1
274
$52K 0.02%
1,521
275
$51K 0.02%
2,068
9 10
11
12 13