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
351
$37.1K 0.01%
487
-41,779
352
$37.1K 0.01%
225
+210
353
$37K 0.01%
314
-21
354
$37K 0.01%
186
355
$36.4K 0.01%
828
356
$36.1K 0.01%
468
357
$36.1K 0.01%
516
358
$35K 0.01%
30
359
$34.2K 0.01%
120
+1
360
$34.2K 0.01%
389
+350
361
$34.1K 0.01%
497
-111
362
$33.6K 0.01%
160
363
$33.4K 0.01%
381
+2
364
$33.2K 0.01%
3,752
+329
365
$33.1K 0.01%
50,000
366
$33K 0.01%
310
-1,890
367
$32.8K 0.01%
181
368
$32.4K 0.01%
202
369
$32.3K 0.01%
213
370
$32K 0.01%
993
-165
371
$31K 0.01%
916
+9
372
$30.3K 0.01%
783
-81
373
$30.1K 0.01%
2,036
374
$30K 0.01%
83
-2
375
$29.8K 0.01%
15,070
+1,000
13 14
15
16 17