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
551
$8.35K ﹤0.01%
265
552
$8.34K ﹤0.01%
109
553
$8.32K ﹤0.01%
550
554
$8.18K ﹤0.01%
97
555
$8.15K ﹤0.01%
202
+70
556
$8.15K ﹤0.01%
727
+699
557
$8.12K ﹤0.01%
232
+2
558
$8.08K ﹤0.01%
205
559
$8.08K ﹤0.01%
250
+125
560
$7.96K ﹤0.01%
750
561
$7.91K ﹤0.01%
30
562
$7.81K ﹤0.01%
206
+1
563
$7.8K ﹤0.01%
60
564
$7.76K ﹤0.01%
145
565
$7.75K ﹤0.01%
1,200
566
$7.75K ﹤0.01%
169
567
$7.67K ﹤0.01%
675
+18
568
$7.66K ﹤0.01%
500
569
$7.66K ﹤0.01%
666
+16
570
$7.65K ﹤0.01%
120
571
$7.52K ﹤0.01%
150
572
$7.43K ﹤0.01%
400
573
$7.42K ﹤0.01%
210
+1
574
$7.4K ﹤0.01%
212
+3
575
$7.33K ﹤0.01%
614
21 22
23
24 25