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
401
$37K 0.01%
1,743
402
$37K 0.01%
468
403
$37K 0.01%
+2,031
404
$37K 0.01%
340
-1,935
405
$36K 0.01%
3,725
-4,210
406
$35K 0.01%
93
-10
407
$35K 0.01%
595
408
$34K 0.01%
54
409
$33K 0.01%
4,158
-1,000
410
$33K 0.01%
194
411
$33K 0.01%
213
412
$33K 0.01%
685
413
$32K ﹤0.01%
371
414
$32K ﹤0.01%
261
415
$32K ﹤0.01%
900
416
$31K ﹤0.01%
3,393
+50
417
$31K ﹤0.01%
+614
418
$31K ﹤0.01%
153
+1
419
$31K ﹤0.01%
267
+1
420
$31K ﹤0.01%
441
+2
421
$31K ﹤0.01%
5,064
422
$31K ﹤0.01%
168
423
$30K ﹤0.01%
82
424
$30K ﹤0.01%
548
425
$29K ﹤0.01%
181
15 16
17
18 19