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
426
$22.8K ﹤0.01%
176
427
$22.7K ﹤0.01%
146
428
$22.7K ﹤0.01%
+170
429
$22.5K ﹤0.01%
170
-8
430
$22.3K ﹤0.01%
400
431
$22.3K ﹤0.01%
994
+1
432
$22.2K ﹤0.01%
200
433
$22.2K ﹤0.01%
+1,047
434
$22.1K ﹤0.01%
366
435
$21.3K ﹤0.01%
327
+4
436
$21K ﹤0.01%
+400
437
$20.4K ﹤0.01%
550
438
$20.1K ﹤0.01%
380
-20
439
$19.8K ﹤0.01%
+50
440
$19.8K ﹤0.01%
2,716
441
$19.7K ﹤0.01%
136
442
$19.3K ﹤0.01%
744
443
$19.1K ﹤0.01%
2,000
444
$18.6K ﹤0.01%
294
-10
445
$18.4K ﹤0.01%
408
+2
446
$18K ﹤0.01%
+6,309
447
$17.9K ﹤0.01%
298
448
$17.8K ﹤0.01%
+932
449
$17.7K ﹤0.01%
78
+1
450
$17.7K ﹤0.01%
400
16 17
18
19 20