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
151
$176K 0.07%
+5,900
152
$176K 0.07%
1,000
153
$175K 0.07%
4,500
154
$175K 0.07%
718
+700
155
$172K 0.06%
1,950
156
$172K 0.06%
48,785
-4,576
157
$172K 0.06%
4,000
-100
158
$170K 0.06%
1,396
+1,100
159
$170K 0.06%
3,080
160
$169K 0.06%
900
161
$169K 0.06%
4,366
162
$169K 0.06%
3,000
163
$169K 0.06%
4,900
164
$167K 0.06%
2,612
+1,900
165
$165K 0.06%
1,300
166
$165K 0.06%
1,397
167
$164K 0.06%
2,050
+177
168
$163K 0.06%
5,250
169
$163K 0.06%
2,031
+1,200
170
$162K 0.06%
13,681
171
$162K 0.06%
900
172
$159K 0.06%
+1,763
173
$159K 0.06%
1,571
-152
174
$159K 0.06%
+2,400
175
$156K 0.06%
2,700
5 6
7
8 9