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
201
$121K 0.05%
5,884
202
$119K 0.04%
1,000
203
$119K 0.04%
2,272
204
$117K 0.04%
11,995
205
$114K 0.04%
4,400
206
$113K 0.04%
918
+801
207
$113K 0.04%
883
208
$109K 0.04%
6,145
+17
209
$109K 0.04%
2,426
210
$108K 0.04%
1,200
211
$108K 0.04%
2,300
212
$108K 0.04%
1,783
-70
213
$107K 0.04%
1,597
-1,585
214
$107K 0.04%
755
215
$105K 0.04%
818
-157
216
$105K 0.04%
4,500
217
$105K 0.04%
570
218
$104K 0.04%
1,115
-1,100
219
$104K 0.04%
2,600
220
$102K 0.04%
1,402
+3
221
$100K 0.04%
740
+1
222
$100K 0.04%
618
223
$100K 0.04%
5,314
-647
224
$98K 0.04%
1,227
-17
225
$97K 0.04%
4,725
7 8
9
10 11