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
526
$13K ﹤0.01%
58
-15
527
$13K ﹤0.01%
5,600
528
$12K ﹤0.01%
175
529
$12K ﹤0.01%
140
-6
530
$12K ﹤0.01%
614
531
$12K ﹤0.01%
235
532
$12K ﹤0.01%
550
533
$12K ﹤0.01%
241
+1
534
$12K ﹤0.01%
172
-1,873
535
$12K ﹤0.01%
841
+7
536
$12K ﹤0.01%
339
+4
537
$12K ﹤0.01%
+1,200
538
$11K ﹤0.01%
120
539
$11K ﹤0.01%
674
540
$11K ﹤0.01%
325
+3
541
$11K ﹤0.01%
75
542
$11K ﹤0.01%
1,120
+26
543
$11K ﹤0.01%
505
+8
544
$11K ﹤0.01%
+612
545
$11K ﹤0.01%
225
546
$11K ﹤0.01%
1,200
547
$11K ﹤0.01%
263
+49
548
$11K ﹤0.01%
112
549
$11K ﹤0.01%
60
550
$11K ﹤0.01%
154
+1
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