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
376
$44K 0.01%
186
377
$44K 0.01%
277
-277
378
$44K 0.01%
309
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379
$43K 0.01%
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380
$43K 0.01%
516
381
$43K 0.01%
2,381
382
$43K 0.01%
370
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1,021
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384
$42K 0.01%
869
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385
$42K 0.01%
+800
386
$42K 0.01%
1,310
387
$42K 0.01%
+3,195
388
$40K 0.01%
374
-89
389
$39K 0.01%
5,590
-6,706
390
$39K 0.01%
1,495
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391
$39K 0.01%
6,667
392
$39K 0.01%
178
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393
$39K 0.01%
1,110
-1,075
394
$39K 0.01%
600
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395
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+6,000
396
$38K 0.01%
757
397
$38K 0.01%
1,191
398
$38K 0.01%
1,137
-117
399
$38K 0.01%
160
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400
$37K 0.01%
201
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16
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