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
651
$1K ﹤0.01%
110
652
$1K ﹤0.01%
32
653
$1K ﹤0.01%
17
654
$1K ﹤0.01%
77
655
$1K ﹤0.01%
100
656
$1K ﹤0.01%
14
657
$1K ﹤0.01%
383
658
$1K ﹤0.01%
40
659
$1K ﹤0.01%
125
660
$1K ﹤0.01%
50
661
$1K ﹤0.01%
1,121
662
$1K ﹤0.01%
50
663
$1K ﹤0.01%
32
664
$1K ﹤0.01%
29
665
$1K ﹤0.01%
100
666
$1K ﹤0.01%
8
667
$1K ﹤0.01%
59
668
$1K ﹤0.01%
14
669
$1K ﹤0.01%
26
670
$1K ﹤0.01%
275
671
$1K ﹤0.01%
30
672
$1K ﹤0.01%
+10
673
$1K ﹤0.01%
36
674
$1K ﹤0.01%
7
675
$1K ﹤0.01%
33
25 26
27
28 29