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
301
$82K 0.01%
926
+6
302
$82K 0.01%
1,399
303
$82K 0.01%
1,482
304
$82K 0.01%
936
305
$82K 0.01%
363
306
$81K 0.01%
1,800
307
$81K 0.01%
309
-85
308
$80K 0.01%
1,631
-163
309
$79K 0.01%
1,064
310
$79K 0.01%
1,085
+10
311
$78K 0.01%
1,275
-1,025
312
$78K 0.01%
+300
313
$77K 0.01%
+800
314
$77K 0.01%
350
315
$77K 0.01%
312
+2
316
$77K 0.01%
2,000
+1,700
317
$77K 0.01%
896
+17
318
$76K 0.01%
544
319
$75K 0.01%
4,524
320
$74K 0.01%
+1,700
321
$74K 0.01%
3,388
+136
322
$74K 0.01%
634
+2
323
$73K 0.01%
1,097
-1,375
324
$73K 0.01%
1,201
325
$73K 0.01%
+1,000
11 12
13
14 15