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
376
$29.5K 0.01%
465
+1
377
$29.4K 0.01%
154
378
$29.2K 0.01%
928
+8
379
$28.4K 0.01%
124
380
$28.4K 0.01%
870
+2
381
$28.4K 0.01%
2,381
382
$28.3K 0.01%
534
-87
383
$28.2K 0.01%
201
384
$27.9K 0.01%
+3,667
385
$27.9K 0.01%
200
386
$27.8K 0.01%
100
387
$27.7K 0.01%
261
388
$27K 0.01%
2,168
-9,990
389
$26.9K 0.01%
11,583
390
$26.7K 0.01%
136
391
$26.7K 0.01%
420
+10
392
$26.6K 0.01%
194
+45
393
$26.4K 0.01%
509
+3
394
$26.4K 0.01%
4,156
-85
395
$26.3K 0.01%
159
+1
396
$26.3K 0.01%
57
397
$26.2K 0.01%
196
398
$25.7K 0.01%
190
399
$25.5K 0.01%
168
400
$25.5K 0.01%
1,171
+226
14 15
16
17 18