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
651
$1K ﹤0.01%
16
652
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36
653
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7
654
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33
655
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32
656
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47
657
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55
658
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30
659
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28
660
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8
661
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662
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14
663
$1K ﹤0.01%
110
664
$1K ﹤0.01%
32
665
$1K ﹤0.01%
17
666
$1K ﹤0.01%
77
667
$1K ﹤0.01%
100
668
$1K ﹤0.01%
14
669
$1K ﹤0.01%
383
670
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40
671
$1K ﹤0.01%
125
672
$1K ﹤0.01%
50
673
$1K ﹤0.01%
1,121
674
$1K ﹤0.01%
50
675
$1K ﹤0.01%
32
25 26
27
28 29