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
526
$10.2K ﹤0.01%
22
-1
527
$10.2K ﹤0.01%
76
+1
528
$10.2K ﹤0.01%
1,242
+22
529
$10.1K ﹤0.01%
514
+5
530
$10.1K ﹤0.01%
225
531
$10K ﹤0.01%
28
532
$9.91K ﹤0.01%
+983
533
$9.86K ﹤0.01%
200
534
$9.81K ﹤0.01%
+221
535
$9.77K ﹤0.01%
80
536
$9.57K ﹤0.01%
300
537
$9.24K ﹤0.01%
343
+4
538
$9.2K ﹤0.01%
+5,000
539
$9.12K ﹤0.01%
826
540
$9.06K ﹤0.01%
228
+1
541
$9.06K ﹤0.01%
323
+79
542
$9.04K ﹤0.01%
169
543
$8.92K ﹤0.01%
100
544
$8.82K ﹤0.01%
1,373
+45
545
$8.8K ﹤0.01%
300
546
$8.78K ﹤0.01%
22
547
$8.69K ﹤0.01%
544
+7
548
$8.62K ﹤0.01%
+179
549
$8.59K ﹤0.01%
86
+12
550
$8.51K ﹤0.01%
219
+4
20 21
22
23 24