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
776
$2K ﹤0.01%
7
-93
777
$2K ﹤0.01%
8
778
$2K ﹤0.01%
10
+5
779
$2K ﹤0.01%
21
780
$2K ﹤0.01%
86
+1
781
$2K ﹤0.01%
300
782
$2K ﹤0.01%
+100
783
$2K ﹤0.01%
153
-135
784
$2K ﹤0.01%
40
785
$2K ﹤0.01%
4
786
$2K ﹤0.01%
84
787
$2K ﹤0.01%
69
788
$2K ﹤0.01%
51
-3,200
789
$2K ﹤0.01%
83
790
$2K ﹤0.01%
10
791
$2K ﹤0.01%
+39
792
$2K ﹤0.01%
25
793
$2K ﹤0.01%
13
794
$2K ﹤0.01%
100
795
$2K ﹤0.01%
311
-1,042
796
$2K ﹤0.01%
165
+1
797
$2K ﹤0.01%
185
-3
798
$2K ﹤0.01%
66
799
$2K ﹤0.01%
7
+4
800
$2K ﹤0.01%
86
+1
30 31
32
33 34