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
276
$50K 0.02%
260
277
$50K 0.02%
641
+1
278
$50K 0.02%
1,400
279
$50K 0.02%
656
280
$50K 0.02%
50
-1
281
$50K 0.02%
300
282
$49K 0.02%
549
283
$48K 0.02%
1,126
+2
284
$48K 0.02%
577
285
$48K 0.02%
924
286
$48K 0.02%
545
-26,460
287
$48K 0.02%
300
288
$47K 0.02%
700
289
$46K 0.02%
1,126
+12
290
$46K 0.02%
852
291
$46K 0.02%
729
292
$45K 0.02%
1,250
+7
293
$45K 0.02%
389
294
$45K 0.02%
750
295
$44K 0.02%
427
296
$44K 0.02%
600
297
$44K 0.02%
2,250
-500
298
$43K 0.02%
34
299
$43K 0.02%
1,387
-15
300
$43K 0.02%
4,700
10 11
12
13 14