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
276
$106K 0.02%
2,717
277
$104K 0.02%
7,678
-94
278
$102K 0.02%
60
-35
279
$101K 0.02%
1,304
280
$101K 0.02%
+1,600
281
$99K 0.02%
391
+313
282
$99K 0.02%
22,500
283
$96K 0.01%
15,625
-800
284
$95K 0.01%
7,210
-106
285
$95K 0.01%
11,487
+6
286
$95K 0.01%
618
287
$94K 0.01%
200
288
$90K 0.01%
3,382
-70
289
$90K 0.01%
991
290
$89K 0.01%
1,608
+1,597
291
$88K 0.01%
247
+1
292
$87K 0.01%
1,475
-982
293
$87K 0.01%
+4,400
294
$86K 0.01%
2,857
+8
295
$85K 0.01%
510
-1
296
$85K 0.01%
2,450
297
$85K 0.01%
+614
298
$84K 0.01%
457
+12
299
$84K 0.01%
509
-7
300
$83K 0.01%
+1,300
10 11
12
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