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
601
$8K ﹤0.01%
67
602
$8K ﹤0.01%
437
603
$8K ﹤0.01%
596
+14
604
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297
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100
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38
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25
608
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55
609
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-1,740
610
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+5
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62
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38
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+353
614
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403
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272
+5
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666
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22
619
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500
620
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+1
621
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622
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+1,000
623
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32
-116
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$7K ﹤0.01%
40
625
$6K ﹤0.01%
300