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
476
$20K ﹤0.01%
193
-38
477
$20K ﹤0.01%
364
+4
478
$20K ﹤0.01%
754
+9
479
$20K ﹤0.01%
80
+30
480
$19K ﹤0.01%
2,000
481
$19K ﹤0.01%
144
482
$19K ﹤0.01%
745
-50
483
$19K ﹤0.01%
638
+1
484
$18K ﹤0.01%
1,789
485
$18K ﹤0.01%
28
486
$18K ﹤0.01%
256
+2
487
$18K ﹤0.01%
287
488
$18K ﹤0.01%
165
489
$18K ﹤0.01%
400
490
$17K ﹤0.01%
953
491
$17K ﹤0.01%
462
+1
492
$17K ﹤0.01%
361
493
$17K ﹤0.01%
128
+8
494
$17K ﹤0.01%
439
+5
495
$17K ﹤0.01%
145
+1
496
$17K ﹤0.01%
892
+20
497
$17K ﹤0.01%
102
498
$16K ﹤0.01%
150
499
$16K ﹤0.01%
450
500
$16K ﹤0.01%
547
+4
18 19
20
21 22