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
551
$5K ﹤0.01%
55
+20
552
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83
553
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100
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8
555
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204
556
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100
557
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558
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79
+74
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$4K ﹤0.01%
+200
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$4K ﹤0.01%
450
562
$4K ﹤0.01%
25
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405
565
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183
566
$4K ﹤0.01%
+100
567
$4K ﹤0.01%
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568
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569
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570
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250
571
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572
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35
573
$4K ﹤0.01%
66
574
$4K ﹤0.01%
333
575
$4K ﹤0.01%
125
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