FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
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%
200
627
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31
628
$2K ﹤0.01%
48
629
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+50
630
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77
631
$2K ﹤0.01%
295
+8
632
$2K ﹤0.01%
100
633
$2K ﹤0.01%
48
634
$2K ﹤0.01%
91
635
$2K ﹤0.01%
63
636
$2K ﹤0.01%
+145
637
$2K ﹤0.01%
76
638
$2K ﹤0.01%
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639
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19
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$1K ﹤0.01%
29
641
$1K ﹤0.01%
100
642
$1K ﹤0.01%
8
643
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59
644
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14
645
$1K ﹤0.01%
26
646
$1K ﹤0.01%
275
647
$1K ﹤0.01%
30
648
$1K ﹤0.01%
17
649
$1K ﹤0.01%
27
-1
650
$1K ﹤0.01%
+10
24 25
26
27 28