FWM

Focused Wealth Management Portfolio holdings

AUM $957M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
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
+$5.24M
2
+$700K
3
+$456K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$429K
5
F icon
Ford
F
+$404K

Top Sells

1
+$2.44M
2
+$529K
3
+$318K
4
BIDU icon
Baidu
BIDU
+$300K
5
CMS icon
CMS Energy
CMS
+$286K

Sector Composition

1 Financials 9.9%
2 Healthcare 4.62%
3 Technology 4.61%
4 Industrials 4.18%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$2K ﹤0.01%
18
627
$2K ﹤0.01%
16
628
$2K ﹤0.01%
53
629
$2K ﹤0.01%
136
630
$2K ﹤0.01%
7,435
631
$2K ﹤0.01%
12
632
$2K ﹤0.01%
44
633
$2K ﹤0.01%
224
+7
634
$2K ﹤0.01%
50
635
$2K ﹤0.01%
62
636
$2K ﹤0.01%
111
637
$2K ﹤0.01%
70
638
$2K ﹤0.01%
112
639
$2K ﹤0.01%
20
-37
640
$1K ﹤0.01%
17
641
$1K ﹤0.01%
27
-1
642
$1K ﹤0.01%
68
643
$1K ﹤0.01%
30
644
$1K ﹤0.01%
90
645
$1K ﹤0.01%
30
646
$1K ﹤0.01%
6
647
$1K ﹤0.01%
16
648
$1K ﹤0.01%
32
649
$1K ﹤0.01%
47
650
$1K ﹤0.01%
55
24 25
26
27 28