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
751
$0 ﹤0.01%
310
752
$0 ﹤0.01%
1
753
$0 ﹤0.01%
3
754
$0 ﹤0.01%
18
755
$0 ﹤0.01%
+100
756
-166
757
-5,006
758
$0 ﹤0.01%
368