FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$494M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,119
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$5.28M
3
+$3.85M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.13M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.43M

Top Sells

1
+$17.7M
2
+$8.14M
3
+$4.86M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$4.76M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.63M

Sector Composition

1 Technology 5.77%
2 Financials 4.1%
3 Communication Services 2.94%
4 Consumer Discretionary 2.51%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$82K 0.02%
6,286
227
$81K 0.02%
1,115
228
$80.6K 0.02%
637
229
$80.3K 0.02%
1,013
+797
230
$80.3K 0.02%
2,052
+200
231
$80K 0.02%
613
-4
232
$79.5K 0.02%
721
-145
233
$79.2K 0.02%
750
234
$78.4K 0.02%
322
+2
235
$77.4K 0.02%
1,307
236
$77.4K 0.02%
2,400
-22
237
$76.8K 0.02%
1,018
+4
238
$76.5K 0.02%
10,000
239
$76K 0.02%
1,679
+9
240
$76K 0.02%
676
241
$75.9K 0.02%
2,031
-347
242
$75.9K 0.02%
7,889
-674
243
$75.7K 0.02%
1,611
+25
244
$75.7K 0.02%
3,102
-12
245
$73.8K 0.01%
558
+2
246
$73.7K 0.01%
942
247
$73K 0.01%
1,926
+325
248
$73K 0.01%
1,200
249
$72.7K 0.01%
380
250
$72.1K 0.01%
544
8 9
10
11 12