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
501
$16K ﹤0.01%
1,075
+1
502
$16K ﹤0.01%
666
503
$16K ﹤0.01%
175
504
$16K ﹤0.01%
1,176
+12
505
$16K ﹤0.01%
+50
506
$15K ﹤0.01%
1,030
+22
507
$15K ﹤0.01%
200
508
$15K ﹤0.01%
228
-109
509
$15K ﹤0.01%
470
-590
510
$15K ﹤0.01%
1,580
511
$15K ﹤0.01%
998
+11
512
$15K ﹤0.01%
216
513
$15K ﹤0.01%
284
+9
514
$14K ﹤0.01%
3,567
515
$14K ﹤0.01%
122
+23
516
$14K ﹤0.01%
385
+3
517
$14K ﹤0.01%
737
+4
518
$14K ﹤0.01%
500
519
$14K ﹤0.01%
1,178
+13
520
$14K ﹤0.01%
5,241
+1,000
521
$14K ﹤0.01%
+2,000
522
$13K ﹤0.01%
170
523
$13K ﹤0.01%
+125
524
$13K ﹤0.01%
51
525
$13K ﹤0.01%
50
19 20
21
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