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
476
$9K ﹤0.01%
120
+113
477
$9K ﹤0.01%
785
478
$9K ﹤0.01%
+40
479
$9K ﹤0.01%
253
480
$9K ﹤0.01%
+46
481
$9K ﹤0.01%
413
+6
482
$9K ﹤0.01%
56
483
$9K ﹤0.01%
437
484
$9K ﹤0.01%
200
485
$9K ﹤0.01%
100
486
$9K ﹤0.01%
390
487
$9K ﹤0.01%
100
488
$8K ﹤0.01%
+75
489
$8K ﹤0.01%
+400
490
$8K ﹤0.01%
+200
491
$8K ﹤0.01%
279
-31
492
$8K ﹤0.01%
450
493
$8K ﹤0.01%
250
+50
494
$8K ﹤0.01%
80
495
$8K ﹤0.01%
+100
496
$8K ﹤0.01%
1,036
497
$8K ﹤0.01%
65
498
$8K ﹤0.01%
242
499
$8K ﹤0.01%
775
500
$8K ﹤0.01%
139
+1
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