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
301
$52.7K 0.01%
+1,852
302
$52.6K 0.01%
530
+1
303
$51.1K 0.01%
916
+9
304
$50.7K 0.01%
276
+10
305
$50.4K 0.01%
+300
306
$50.4K 0.01%
499
+1
307
$50.1K 0.01%
457
+451
308
$49.8K 0.01%
3,296
+201
309
$49.7K 0.01%
1,800
310
$49.6K 0.01%
400
311
$49.1K 0.01%
203
312
$47.8K 0.01%
200
313
$47.5K 0.01%
943
+2
314
$47.3K 0.01%
518
+5
315
$46.1K 0.01%
671
316
$46K 0.01%
+4,000
317
$45.9K 0.01%
373
-9
318
$45.6K 0.01%
603
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319
$45K 0.01%
1,226
+526
320
$45K 0.01%
721
+1
321
$44.8K 0.01%
1,021
322
$44.7K 0.01%
90
323
$44.4K 0.01%
500
-53,574
324
$44.2K 0.01%
1,589
325
$44.1K 0.01%
423
+151
11 12
13
14 15