FWM
Focused Wealth Management Portfolio holdings
AUM
$942M
1-Year Est. Return
19.16%
This Fund
S&P 500
1 Year Est. Return
+19.16%
AUM
$268M
AUM Growth
+$12.2M
(+4.8%)
Holding
760
Top Buys
| 1 | +$5.24M | |
| 2 | +$700K | |
| 3 | +$456K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$429K |
| 5 |
Ford
F
|
+$404K |
Top Sells
| 1 | +$2.44M | |
| 2 | +$529K | |
| 3 | +$318K | |
| 4 |
Baidu
BIDU
|
+$300K |
| 5 |
CMS Energy
CMS
|
+$286K |
Sector Composition
| 1 | Financials | 9.9% |
| 2 | Healthcare | 4.62% |
| 3 | Technology | 4.61% |
| 4 | Industrials | 4.18% |
| 5 | Communication Services | 2.66% |