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
651
$5K ﹤0.01%
8
+4
652
$5K ﹤0.01%
137
653
$5K ﹤0.01%
400
654
$5K ﹤0.01%
170
655
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247
656
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116
+3
657
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443
658
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-475
659
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+50
660
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38
661
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170
662
$5K ﹤0.01%
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663
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100
664
$5K ﹤0.01%
51
+1
665
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100
-6
666
$5K ﹤0.01%
89
667
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124
-177
668
$5K ﹤0.01%
+300
669
$5K ﹤0.01%
250
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670
$5K ﹤0.01%
101
671
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168
672
$5K ﹤0.01%
350
673
$5K ﹤0.01%
36
+1
674
$5K ﹤0.01%
150
675
$5K ﹤0.01%
275
25 26
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