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
626
$2K ﹤0.01%
44
627
$2K ﹤0.01%
224
+7
628
$2K ﹤0.01%
50
629
$2K ﹤0.01%
112
630
$2K ﹤0.01%
94
631
$2K ﹤0.01%
19
632
$2K ﹤0.01%
18
633
$2K ﹤0.01%
16
634
$2K ﹤0.01%
53
635
$2K ﹤0.01%
136
636
$2K ﹤0.01%
7,435
637
$2K ﹤0.01%
12
638
$2K ﹤0.01%
62
639
$1K ﹤0.01%
29
640
$1K ﹤0.01%
100
641
$1K ﹤0.01%
26
642
$1K ﹤0.01%
275
643
$1K ﹤0.01%
30
644
$1K ﹤0.01%
17
645
$1K ﹤0.01%
27
-1
646
$1K ﹤0.01%
68
647
$1K ﹤0.01%
30
648
$1K ﹤0.01%
90
649
$1K ﹤0.01%
30
650
$1K ﹤0.01%
6
24 25
26
27 28