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
576
$7.31K ﹤0.01%
39
577
$7.31K ﹤0.01%
74
578
$7.24K ﹤0.01%
171
579
$7.23K ﹤0.01%
+135
580
$7.18K ﹤0.01%
450
581
$7.12K ﹤0.01%
3,672
+1,550
582
$7.05K ﹤0.01%
307
+2
583
$7.04K ﹤0.01%
406
-33
584
$7.04K ﹤0.01%
83
585
$6.94K ﹤0.01%
+24
586
$6.88K ﹤0.01%
348
-268
587
$6.83K ﹤0.01%
95
588
$6.81K ﹤0.01%
437
589
$6.75K ﹤0.01%
81
+75
590
$6.74K ﹤0.01%
367
+4
591
$6.73K ﹤0.01%
105
-3,430
592
$6.71K ﹤0.01%
280
-3,150
593
$6.7K ﹤0.01%
35
594
$6.67K ﹤0.01%
6,666
-333
595
$6.64K ﹤0.01%
1,524
596
$6.63K ﹤0.01%
55
597
$6.62K ﹤0.01%
168
598
$6.53K ﹤0.01%
100
599
$6.35K ﹤0.01%
103
600
$6.33K ﹤0.01%
784
22 23
24
25 26