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
476
$15.1K ﹤0.01%
1,206
-340
477
$15.1K ﹤0.01%
641
+2
478
$15.1K ﹤0.01%
575
+1
479
$15K ﹤0.01%
22
480
$14.7K ﹤0.01%
575
-70
481
$14.6K ﹤0.01%
1,072
+930
482
$14.5K ﹤0.01%
304
483
$14.2K ﹤0.01%
245
+1
484
$14.2K ﹤0.01%
45
-220
485
$14.1K ﹤0.01%
121
-549
486
$13.7K ﹤0.01%
180
487
$13.5K ﹤0.01%
164
+13
488
$13.4K ﹤0.01%
150
489
$13.3K ﹤0.01%
1,516
490
$13.2K ﹤0.01%
244
491
$13K ﹤0.01%
1,246
+13
492
$12.8K ﹤0.01%
300
493
$12.8K ﹤0.01%
150
494
$12.7K ﹤0.01%
225
495
$12.5K ﹤0.01%
+100
496
$12.5K ﹤0.01%
248
+2
497
$12.3K ﹤0.01%
1,072
-1,119
498
$12.3K ﹤0.01%
1,925
-500
499
$12.3K ﹤0.01%
428
500
$12.2K ﹤0.01%
350
-2,300
18 19
20
21 22