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
801
$2K ﹤0.01%
17
802
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30
803
$2K ﹤0.01%
132
804
$2K ﹤0.01%
14
805
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14
806
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250
807
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39
808
$2K ﹤0.01%
17
+7
809
– –
0
810
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27
811
$2K ﹤0.01%
74
812
$2K ﹤0.01%
361
813
$2K ﹤0.01%
50
814
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100
815
$2K ﹤0.01%
100
816
– –
0
817
$1K ﹤0.01%
68
818
$1K ﹤0.01%
2
819
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35
+1
820
$1K ﹤0.01%
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821
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13
822
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14
823
$1K ﹤0.01%
35
824
$1K ﹤0.01%
+7
825
$1K ﹤0.01%
+10
31 32
33
34 35