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
576
$4K ﹤0.01%
33
577
$4K ﹤0.01%
100
578
$4K ﹤0.01%
100
579
$4K ﹤0.01%
400
580
$3K ﹤0.01%
100
581
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33
582
$3K ﹤0.01%
70
583
$3K ﹤0.01%
174
584
$3K ﹤0.01%
100
585
$3K ﹤0.01%
+26
586
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+34
587
$3K ﹤0.01%
240
588
$3K ﹤0.01%
32
589
$3K ﹤0.01%
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590
$3K ﹤0.01%
62
591
$3K ﹤0.01%
310
592
$3K ﹤0.01%
182
593
$3K ﹤0.01%
225
594
$3K ﹤0.01%
71
595
$3K ﹤0.01%
1,360
+900
596
$3K ﹤0.01%
25
597
$3K ﹤0.01%
120
598
$3K ﹤0.01%
301
+201
599
$3K ﹤0.01%
466
+390
600
$3K ﹤0.01%
211
22 23
24
25 26