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
301
$43K 0.02%
305
302
$43K 0.02%
664
303
$41K 0.02%
4,029
304
$41K 0.02%
729
-4
305
$41K 0.02%
743
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306
$40K 0.01%
1,000
307
$39K 0.01%
4,434
308
$39K 0.01%
2,700
309
$39K 0.01%
161
310
$38K 0.01%
452
-27
311
$38K 0.01%
463
312
$37K 0.01%
731
-100
313
$37K 0.01%
2,597
314
$37K 0.01%
743
+77
315
$37K 0.01%
1,831
+623
316
$36K 0.01%
692
317
$36K 0.01%
560
+7
318
$35K 0.01%
2,000
319
$35K 0.01%
300
320
$35K 0.01%
1,934
321
$35K 0.01%
14,250
322
$34K 0.01%
400
323
$34K 0.01%
960
324
$34K 0.01%
1,278
325
$33K 0.01%
580
+200
11 12
13
14 15