FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
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 Healthcare 4.62%
3 Technology 4.61%
4 Industrials 4.18%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$13K ﹤0.01%
208
427
$13K ﹤0.01%
140
+1
428
$13K ﹤0.01%
520
429
$13K ﹤0.01%
390
430
$13K ﹤0.01%
228
+200
431
$13K ﹤0.01%
151
+21
432
$13K ﹤0.01%
147
433
$13K ﹤0.01%
800
434
$13K ﹤0.01%
+200
435
$12K ﹤0.01%
35
436
$12K ﹤0.01%
203
437
$12K ﹤0.01%
1,005
438
$12K ﹤0.01%
478
439
$12K ﹤0.01%
786
+11
440
$12K ﹤0.01%
762
+600
441
$12K ﹤0.01%
+200
442
$11K ﹤0.01%
622
+7
443
$11K ﹤0.01%
150
444
$11K ﹤0.01%
125
445
$11K ﹤0.01%
200
446
$11K ﹤0.01%
325
+1
447
$11K ﹤0.01%
219
-4,880
448
$11K ﹤0.01%
405
449
$11K ﹤0.01%
750
450
$11K ﹤0.01%
175
16 17
18
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