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
276
$63K 0.01%
803
+1
277
$62.9K 0.01%
+600
278
$62.8K 0.01%
660
-330
279
$61.7K 0.01%
640
+387
280
$60.5K 0.01%
1,024
281
$60.1K 0.01%
83
282
$60.1K 0.01%
2,055
-558
283
$59.4K 0.01%
881
+831
284
$57K 0.01%
842
-316
285
$56.7K 0.01%
69
286
$56.4K 0.01%
4,524
287
$56.4K 0.01%
924
288
$56.1K 0.01%
2,537
289
$55.9K 0.01%
+1,484
290
$55.1K 0.01%
1,343
-44
291
$55.1K 0.01%
1,569
+130
292
$54.7K 0.01%
+1,600
293
$54.6K 0.01%
950
294
$54.2K 0.01%
+400
295
$54.1K 0.01%
11,014
296
$53.9K 0.01%
775
+3
297
$53.7K 0.01%
646
+2
298
$53.3K 0.01%
+2,000
299
$53K 0.01%
718
300
$53K 0.01%
+863
10 11
12
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