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
26
$1.94M 0.72%
13,193
+371
27
$1.93M 0.72%
8,677
+18
28
$1.67M 0.63%
182,520
+3,130
29
$1.66M 0.62%
9,794
+1,250
30
$1.65M 0.62%
26,336
-709
31
$1.55M 0.58%
49,528
+181
32
$1.52M 0.57%
21,467
+72
33
$1.47M 0.55%
79,038
+422
34
$1.46M 0.54%
29,336
-306
35
$1.41M 0.53%
41,912
+1,677
36
$1.38M 0.52%
9,822
+129
37
$1.37M 0.51%
41,316
+9,381
38
$1.3M 0.48%
37,240
+3,535
39
$1.17M 0.44%
21,158
+121
40
$1.07M 0.4%
12,301
-103
41
$1.06M 0.4%
71,127
+32
42
$1.03M 0.39%
9,924
+101
43
$1.02M 0.38%
31,920
+4,664
44
$980K 0.37%
4,028
-115
45
$976K 0.36%
8,199
+858
46
$958K 0.36%
71,570
+33
47
$950K 0.35%
84,891
+36,141
48
$939K 0.35%
7,230
+63
49
$927K 0.35%
49,983
-532
50
$927K 0.35%
64,707
1
2
3 4 5