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
401
$25.5K 0.01%
458
+1
402
$25.2K 0.01%
661
+205
403
$25.2K 0.01%
816
+150
404
$25.2K 0.01%
915
-80
405
$24.8K 0.01%
100
406
$24.7K 0.01%
488
407
$24.6K 0.01%
10
408
$24.4K ﹤0.01%
293
+2
409
$24.3K ﹤0.01%
279
410
$24.2K ﹤0.01%
289
+2
411
$24.1K ﹤0.01%
116
412
$24.1K ﹤0.01%
+1,000
413
$24K ﹤0.01%
1,282
+3
414
$23.8K ﹤0.01%
133
415
$23.6K ﹤0.01%
3,255
+294
416
$23.6K ﹤0.01%
448
417
$23.4K ﹤0.01%
3,725
+77
418
$23.4K ﹤0.01%
270
-851
419
$23.4K ﹤0.01%
458
+1
420
$23.3K ﹤0.01%
249
-3
421
$23.2K ﹤0.01%
5,357
+4,357
422
$23.2K ﹤0.01%
157
-278
423
$23.2K ﹤0.01%
400
424
$23.1K ﹤0.01%
500
425
$23.1K ﹤0.01%
4,000
15 16
17
18 19