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
426
$29K ﹤0.01%
428
+2
427
$29K ﹤0.01%
131
+1
428
$29K ﹤0.01%
165
-50
429
$28K ﹤0.01%
6,000
-5,500
430
$28K ﹤0.01%
279
431
$28K ﹤0.01%
898
+23
432
$28K ﹤0.01%
287
+2
433
$28K ﹤0.01%
453
434
$27K ﹤0.01%
634
+6
435
$27K ﹤0.01%
+10,000
436
$27K ﹤0.01%
494
+3
437
$27K ﹤0.01%
520
+4
438
$27K ﹤0.01%
870
+5
439
$27K ﹤0.01%
300
440
$27K ﹤0.01%
130
441
$27K ﹤0.01%
298
442
$27K ﹤0.01%
1,908
-25,325
443
$27K ﹤0.01%
400
444
$26K ﹤0.01%
1,050
445
$26K ﹤0.01%
80
446
$26K ﹤0.01%
563
+20
447
$26K ﹤0.01%
488
448
$26K ﹤0.01%
57
449
$25K ﹤0.01%
280
+1
450
$25K ﹤0.01%
1,600
+450
16 17
18
19 20