FWM

Focused Wealth Management Portfolio holdings

AUM $957M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
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
+$48.8M
2
+$1.76M
3
+$932K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$920K
5
PINS icon
Pinterest
PINS
+$699K

Top Sells

1
+$48M
2
+$910K
3
+$655K
4
EMNT icon
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
+$640K
5
TSLA icon
Tesla
TSLA
+$444K

Sector Composition

1 Technology 5.28%
2 Financials 4.49%
3 Consumer Discretionary 2.85%
4 Healthcare 2.67%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$1K ﹤0.01%
9
827
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25
828
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13
+1
829
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112
830
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18
+1
831
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9
832
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51
833
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56
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834
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835
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100
836
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837
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838
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839
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840
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30
841
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+200
842
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43
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844
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845
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35
+1
846
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24
847
$1K ﹤0.01%
3
848
$1K ﹤0.01%
5
849
$1K ﹤0.01%
84
850
$1K ﹤0.01%
203
32 33
34
35 36