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
$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
Energy Select Sector SPDR Fund
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 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$72K 0.01%
1,153
+747
252
$71.9K 0.01%
+210
253
$70.9K 0.01%
556
-19
254
$70.4K 0.01%
1,304
-1,300
255
$70K 0.01%
203
256
$69.3K 0.01%
310
+296
257
$69.3K 0.01%
+3,600
258
$69K 0.01%
+1,210
259
$68.4K 0.01%
+2,600
260
$68K 0.01%
895
+265
261
$67.9K 0.01%
13,220
262
$67.8K 0.01%
409
+400
263
$67.7K 0.01%
2,141
264
$67.7K 0.01%
8,758
-7,792
265
$67.5K 0.01%
790
266
$67.4K 0.01%
1,262
+975
267
$66.8K 0.01%
3,888
268
$65.3K 0.01%
+3,200
269
$65.2K 0.01%
1,436
+5
270
$65.1K 0.01%
2,100
+240
271
$64.3K 0.01%
2,070
+6
272
$64.1K 0.01%
+3,000
273
$64.1K 0.01%
1,201
274
$63.7K 0.01%
2,009
-10,765
275
$63.3K 0.01%
+500
9 10
11
12 13