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
476
$9K ﹤0.01%
390
477
$9K ﹤0.01%
100
478
$9K ﹤0.01%
200
479
$9K ﹤0.01%
437
480
$9K ﹤0.01%
56
481
$9K ﹤0.01%
413
+6
482
$9K ﹤0.01%
+46
483
$9K ﹤0.01%
253
484
$9K ﹤0.01%
+40
485
$9K ﹤0.01%
785
486
$9K ﹤0.01%
120
+113
487
$9K ﹤0.01%
231
+96
488
$8K ﹤0.01%
+45
489
$8K ﹤0.01%
1,210
490
$8K ﹤0.01%
9,500
491
$8K ﹤0.01%
55
492
$8K ﹤0.01%
139
+1
493
$8K ﹤0.01%
775
494
$8K ﹤0.01%
242
495
$8K ﹤0.01%
65
496
$8K ﹤0.01%
1,036
497
$8K ﹤0.01%
+100
498
$8K ﹤0.01%
50
499
$8K ﹤0.01%
80
500
$8K ﹤0.01%
250
+50
18 19
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