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
451
$17.6K ﹤0.01%
1,500
452
$17.5K ﹤0.01%
+1,585
453
$17.2K ﹤0.01%
437
454
$17.2K ﹤0.01%
571
+301
455
$17K ﹤0.01%
818
+16
456
$16.9K ﹤0.01%
19,022
+516
457
$16.8K ﹤0.01%
234
458
$16.8K ﹤0.01%
449
-19
459
$16.6K ﹤0.01%
102
460
$16.6K ﹤0.01%
328
+202
461
$16.6K ﹤0.01%
614
462
$16.4K ﹤0.01%
268
+3
463
$16.4K ﹤0.01%
1,022
464
$16.3K ﹤0.01%
124
-238
465
$16.2K ﹤0.01%
225
+84
466
$16.1K ﹤0.01%
1,695
+21
467
$16K ﹤0.01%
292
+50
468
$15.9K ﹤0.01%
367
-9
469
$15.7K ﹤0.01%
1,273
470
$15.7K ﹤0.01%
175
471
$15.4K ﹤0.01%
1,789
-380
472
$15.3K ﹤0.01%
1,460
-33
473
$15.2K ﹤0.01%
11,375
474
$15.2K ﹤0.01%
+90
475
$15.1K ﹤0.01%
300
17 18
19
20 21