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
451
$25K ﹤0.01%
451
452
$24K ﹤0.01%
294
453
$24K ﹤0.01%
119
-105
454
$24K ﹤0.01%
1,800
+38
455
$24K ﹤0.01%
758
-1,786
456
$24K ﹤0.01%
800
457
$23K ﹤0.01%
296
458
$23K ﹤0.01%
428
459
$23K ﹤0.01%
400
460
$23K ﹤0.01%
505
461
$22K ﹤0.01%
579
462
$22K ﹤0.01%
1,500
463
$22K ﹤0.01%
58
464
$22K ﹤0.01%
145
465
$22K ﹤0.01%
1,155
+26
466
$22K ﹤0.01%
1,507
467
$22K ﹤0.01%
327
-5
468
$22K ﹤0.01%
435
+6
469
$22K ﹤0.01%
287
470
$22K ﹤0.01%
181
471
$21K ﹤0.01%
10
472
$21K ﹤0.01%
575
473
$21K ﹤0.01%
371
+26
474
$20K ﹤0.01%
400
475
$20K ﹤0.01%
300
17 18
19
20 21