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
551
$11K ﹤0.01%
360
+200
552
$11K ﹤0.01%
269
+1
553
$11K ﹤0.01%
1,179
+30
554
$11K ﹤0.01%
46
+10
555
$11K ﹤0.01%
1,091
556
$11K ﹤0.01%
443
557
$10K ﹤0.01%
592
+26
558
$10K ﹤0.01%
260
559
$10K ﹤0.01%
109
+1
560
$10K ﹤0.01%
140
-610
561
$10K ﹤0.01%
103
562
$10K ﹤0.01%
750
563
$10K ﹤0.01%
100
-1
564
$10K ﹤0.01%
380
+4
565
$10K ﹤0.01%
127
+1
566
$10K ﹤0.01%
169
567
$10K ﹤0.01%
214
568
$9K ﹤0.01%
102
+13
569
$9K ﹤0.01%
118
-99
570
$9K ﹤0.01%
833
571
$9K ﹤0.01%
168
572
$9K ﹤0.01%
80
573
$9K ﹤0.01%
1,524
-1,000
574
$9K ﹤0.01%
784
575
$9K ﹤0.01%
80
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