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
451
$11K ﹤0.01%
308
452
$11K ﹤0.01%
106
-675
453
$11K ﹤0.01%
+600
454
$11K ﹤0.01%
209
+4
455
$11K ﹤0.01%
616
-200
456
$10K ﹤0.01%
100
+25
457
$10K ﹤0.01%
33
458
$10K ﹤0.01%
+175
459
$10K ﹤0.01%
243
460
$10K ﹤0.01%
300
461
$10K ﹤0.01%
219
462
$10K ﹤0.01%
614
463
$10K ﹤0.01%
184
+1
464
$10K ﹤0.01%
200
465
$10K ﹤0.01%
200
466
$10K ﹤0.01%
300
467
$10K ﹤0.01%
266
+200
468
$10K ﹤0.01%
309
469
$10K ﹤0.01%
66
-150
470
$10K ﹤0.01%
812
471
$10K ﹤0.01%
504
472
$10K ﹤0.01%
122
473
$10K ﹤0.01%
166
474
$10K ﹤0.01%
100
475
$9K ﹤0.01%
100
17 18
19
20 21