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
501
$8K ﹤0.01%
450
502
$8K ﹤0.01%
279
-31
503
$8K ﹤0.01%
+200
504
$8K ﹤0.01%
+400
505
$8K ﹤0.01%
+75
506
$7K ﹤0.01%
137
507
$7K ﹤0.01%
200
-350
508
$7K ﹤0.01%
125
509
$7K ﹤0.01%
675
+475
510
$7K ﹤0.01%
167
511
$7K ﹤0.01%
102
512
$7K ﹤0.01%
112
-2,000
513
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229
+2
514
$7K ﹤0.01%
716
+7
515
$7K ﹤0.01%
100
516
$7K ﹤0.01%
110
517
$7K ﹤0.01%
391
+3
518
$7K ﹤0.01%
124
519
$7K ﹤0.01%
63
520
$7K ﹤0.01%
193
+2
521
$7K ﹤0.01%
258
522
$7K ﹤0.01%
175
523
$6K ﹤0.01%
101
524
$6K ﹤0.01%
408
525
$6K ﹤0.01%
328
19 20
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