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
26
$3.28M 0.66%
419,666
+2,005
27
$3.06M 0.62%
75,043
-2,580
28
$2.68M 0.54%
24,460
-565
29
$2.65M 0.54%
9,183
+326
30
$2.63M 0.53%
92,774
+3,728
31
$2.59M 0.53%
12,243
+718
32
$2.42M 0.49%
24,158
+84
33
$2.33M 0.47%
131,896
+5,030
34
$2.2M 0.45%
46,941
+3,554
35
$1.9M 0.38%
5,798
+23
36
$1.81M 0.37%
55,314
+1,146
37
$1.79M 0.36%
11,542
+99
38
$1.71M 0.35%
7,474
-60
39
$1.7M 0.34%
11,032
+212
40
$1.6M 0.32%
41,061
+3,091
41
$1.51M 0.31%
7,887
+51
42
$1.47M 0.3%
11,218
+1,096
43
$1.36M 0.27%
6,653
-382
44
$1.35M 0.27%
10,342
+434
45
$1.31M 0.27%
5,511
-40
46
$1.16M 0.24%
23,661
-264
47
$1.11M 0.22%
24,885
+724
48
$1.07M 0.22%
14,039
-3,972
49
$1.03M 0.21%
18,873
+16,500
50
$974K 0.2%
55,648
-25,357
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