FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
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
+$48.8M
2
+$1.76M
3
+$932K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$920K
5
PINS icon
Pinterest
PINS
+$699K

Top Sells

1
+$48M
2
+$910K
3
+$655K
4
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$640K
5
TSLA icon
Tesla
TSLA
+$444K

Sector Composition

1 Technology 5.28%
2 Financials 4.49%
3 Consumer Discretionary 2.85%
4 Healthcare 2.67%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$55K 0.01%
457
352
$53K 0.01%
661
+1
353
$53K 0.01%
1,422
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354
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924
355
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595
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356
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186
357
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139
358
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359
$50K 0.01%
482
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360
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585
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361
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470
362
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119
363
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2,141
364
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499
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365
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366
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367
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368
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369
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372
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99
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374
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187
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375
$44K 0.01%
127
13 14
15
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