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
726
$3K ﹤0.01%
63
727
$3K ﹤0.01%
174
728
$3K ﹤0.01%
83
729
$3K ﹤0.01%
25
730
$3K ﹤0.01%
8
+4
731
$3K ﹤0.01%
18
732
$3K ﹤0.01%
43
733
$3K ﹤0.01%
24
734
$3K ﹤0.01%
59
735
$3K ﹤0.01%
7
+4
736
$3K ﹤0.01%
54
737
$3K ﹤0.01%
50
738
$3K ﹤0.01%
14
739
$3K ﹤0.01%
269
-561
740
$3K ﹤0.01%
207
741
$3K ﹤0.01%
26
+15
742
$2K ﹤0.01%
29
743
$2K ﹤0.01%
7
744
$2K ﹤0.01%
103
+1
745
$2K ﹤0.01%
50
746
$2K ﹤0.01%
17
+9
747
$2K ﹤0.01%
14
+7
748
$2K ﹤0.01%
31
749
$2K ﹤0.01%
26
750
$2K ﹤0.01%
3
+1
28 29
30
31 32