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
326
$44.1K 0.01%
533
+2
327
$43.8K 0.01%
263
+225
328
$43.6K 0.01%
850
-250
329
$42.8K 0.01%
4,306
-3,694
330
$42.6K 0.01%
458
+119
331
$42.3K 0.01%
590
+1
332
$41.7K 0.01%
2,316
-2,211
333
$41.5K 0.01%
1,725
334
$41.5K 0.01%
762
335
$40.9K 0.01%
2,400
336
$40.6K 0.01%
8,671
+4,427
337
$40.6K 0.01%
758
-12,322
338
$40.5K 0.01%
105
+101
339
$39.9K 0.01%
599
340
$39.5K 0.01%
1,319
+851
341
$39.4K 0.01%
2,445
342
$39.2K 0.01%
4,214
-381
343
$39.2K 0.01%
512
-189
344
$38.8K 0.01%
800
345
$38.7K 0.01%
159
346
$38.2K 0.01%
420
347
$38K 0.01%
660
+6
348
$37.6K 0.01%
1,105
+38
349
$37.5K 0.01%
2,324
+44
350
$37.2K 0.01%
177
+100
12 13
14
15 16