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
351
$26K 0.01%
1,917
352
$26K 0.01%
1,650
353
$25K 0.01%
325
354
$25K 0.01%
512
355
$25K 0.01%
625
-70
356
$24K 0.01%
6,560
357
$24K 0.01%
468
358
$24K 0.01%
600
359
$23K 0.01%
1,043
+9
360
$23K 0.01%
418
361
$23K 0.01%
750
362
$22K 0.01%
1,314
363
$22K 0.01%
412
+3
364
$22K 0.01%
208
365
$22K 0.01%
257
366
$22K 0.01%
505
367
$22K 0.01%
200
368
$22K 0.01%
794
+4
369
$22K 0.01%
150
370
$21K 0.01%
559
371
$21K 0.01%
420
372
$21K 0.01%
1,200
373
$20K 0.01%
309
+3
374
$20K 0.01%
298
375
$20K 0.01%
1,500
13 14
15
16 17