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
751
$2K ﹤0.01%
15
752
$2K ﹤0.01%
+74
753
$2K ﹤0.01%
+24
754
$2K ﹤0.01%
160
755
$2K ﹤0.01%
16
756
$2K ﹤0.01%
+170
757
$2K ﹤0.01%
26
758
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49
759
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83
760
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77
761
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16
+9
762
$2K ﹤0.01%
62
763
$2K ﹤0.01%
111
764
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58
765
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100
766
$2K ﹤0.01%
+25
767
$2K ﹤0.01%
60
768
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37
+30
769
$2K ﹤0.01%
15
770
$2K ﹤0.01%
500
-200
771
$2K ﹤0.01%
72
772
$2K ﹤0.01%
106
773
$2K ﹤0.01%
181
774
$2K ﹤0.01%
118
775
$2K ﹤0.01%
52
+28
29 30
31
32 33