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
601
$3K ﹤0.01%
50
602
$3K ﹤0.01%
100
603
$3K ﹤0.01%
41
604
$3K ﹤0.01%
561
+5
605
$3K ﹤0.01%
450
606
$3K ﹤0.01%
2,593
607
$2K ﹤0.01%
200
608
$2K ﹤0.01%
31
609
$2K ﹤0.01%
48
610
$2K ﹤0.01%
111
611
$2K ﹤0.01%
70
612
$2K ﹤0.01%
112
613
$2K ﹤0.01%
+50
614
$2K ﹤0.01%
77
615
$2K ﹤0.01%
101
616
$2K ﹤0.01%
58
617
$2K ﹤0.01%
20
-37
618
$2K ﹤0.01%
100
619
$2K ﹤0.01%
295
+8
620
$2K ﹤0.01%
100
621
$2K ﹤0.01%
48
622
$2K ﹤0.01%
91
623
$2K ﹤0.01%
63
624
$2K ﹤0.01%
+145
625
$2K ﹤0.01%
76
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