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
376
$20K 0.01%
370
377
$20K 0.01%
426
378
$20K 0.01%
1,595
+5
379
$19K 0.01%
464
+1
380
$19K 0.01%
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381
$19K 0.01%
347
-39
382
$19K 0.01%
809
383
$18K 0.01%
417
+2
384
$18K 0.01%
800
385
$18K 0.01%
444
386
$18K 0.01%
1,400
387
$18K 0.01%
216
388
$18K 0.01%
147
389
$17K 0.01%
791
+10
390
$17K 0.01%
235
391
$17K 0.01%
347
392
$17K 0.01%
700
393
$17K 0.01%
306
394
$17K 0.01%
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395
$16K 0.01%
158
396
$16K 0.01%
2,400
397
$16K 0.01%
550
-50
398
$16K 0.01%
296
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399
$16K 0.01%
500
400
$16K 0.01%
728
14 15
16
17 18