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
676
$5K ﹤0.01%
326
677
$5K ﹤0.01%
513
678
$5K ﹤0.01%
103
+1
679
$5K ﹤0.01%
38
680
$5K ﹤0.01%
46
+31
681
$4K ﹤0.01%
125
+25
682
$4K ﹤0.01%
18
683
$4K ﹤0.01%
216
-198
684
$4K ﹤0.01%
36
685
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14
686
$4K ﹤0.01%
46
687
$4K ﹤0.01%
37
688
$4K ﹤0.01%
+200
689
$4K ﹤0.01%
140
690
$4K ﹤0.01%
7
+3
691
$4K ﹤0.01%
191
+1
692
$4K ﹤0.01%
22
693
$4K ﹤0.01%
39
-2,350
694
$4K ﹤0.01%
+40
695
$4K ﹤0.01%
75
+1
696
$4K ﹤0.01%
1,052
+26
697
$4K ﹤0.01%
42
+18
698
$4K ﹤0.01%
91
699
$4K ﹤0.01%
100
700
$4K ﹤0.01%
146
+2
26 27
28
29 30