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
$646M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,077
New
Increased
Reduced
Closed

Top Buys

1
+$48.6M
2
+$1.81M
3
+$929K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$918K
5
VZ icon
Verizon
VZ
+$680K

Top Sells

1
+$47.6M
2
+$904K
3
+$654K
4
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$639K
5
TSLA icon
Tesla
TSLA
+$466K

Sector Composition

1 Technology 5.33%
2 Financials 4.44%
3 Consumer Discretionary 2.85%
4 Healthcare 2.58%
5 Industrials 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$149K 0.02%
2,600
227
$149K 0.02%
2,020
-61
228
$148K 0.02%
4,000
229
$147K 0.02%
3,761
+1,124
230
$147K 0.02%
+625
231
$146K 0.02%
2,500
232
$142K 0.02%
1,030
+90
233
$140K 0.02%
+1,575
234
$140K 0.02%
2,675
235
$139K 0.02%
3,380
+7
236
$139K 0.02%
+1,250
237
$137K 0.02%
590
+15
238
$137K 0.02%
+3,050
239
$134K 0.02%
1,280
240
$134K 0.02%
10,663
+3
241
$132K 0.02%
940
+152
242
$132K 0.02%
1,461
243
$132K 0.02%
1,807
244
$131K 0.02%
4,414
+10
245
$131K 0.02%
4,306
-438
246
$130K 0.02%
2,294
+2
247
$130K 0.02%
505
248
$129K 0.02%
5,888
-375
249
$129K 0.02%
7,325
-2,500
250
$127K 0.02%
2,600
8 9
10
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