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
51
$869K 0.32%
36,045
-12,435
52
$832K 0.31%
7,747
-9
53
$800K 0.3%
23,288
+334
54
$790K 0.3%
3,704
-1,305
55
$786K 0.29%
27,590
-38
56
$760K 0.28%
65,898
-1,155
57
$740K 0.28%
49,456
+18
58
$740K 0.28%
5,815
+16
59
$723K 0.27%
42,365
+323
60
$690K 0.26%
15,374
+3,564
61
$686K 0.26%
13,112
+342
62
$672K 0.25%
17,477
-458
63
$664K 0.25%
19,392
-672
64
$648K 0.24%
8,740
+6,140
65
$619K 0.23%
11,105
+26
66
$608K 0.23%
8,129
-167
67
$603K 0.23%
40,104
+288
68
$577K 0.22%
8,765
+150
69
$574K 0.21%
37,607
70
$570K 0.21%
5,362
+24
71
$567K 0.21%
9,270
+13
72
$555K 0.21%
12,841
+2
73
$548K 0.2%
12,267
+1,191
74
$496K 0.19%
33,956
-272
75
$496K 0.19%
5,428
+2
1 2
3
4 5