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
601
$6.32K ﹤0.01%
100
602
$6.3K ﹤0.01%
905
+2
603
$6.28K ﹤0.01%
93
+7
604
$6.28K ﹤0.01%
89
605
$6.27K ﹤0.01%
+50
606
$6.25K ﹤0.01%
129
607
$6.24K ﹤0.01%
98
608
$6.21K ﹤0.01%
103
609
$6.17K ﹤0.01%
29
610
$6.05K ﹤0.01%
756
+20
611
$6.04K ﹤0.01%
176
-2
612
$6K ﹤0.01%
4,000
+2,000
613
$5.99K ﹤0.01%
833
614
$5.97K ﹤0.01%
328
615
$5.91K ﹤0.01%
71
+1
616
$5.9K ﹤0.01%
248
617
$5.89K ﹤0.01%
300
618
$5.86K ﹤0.01%
500
-59
619
$5.76K ﹤0.01%
28
+4
620
$5.65K ﹤0.01%
50
621
$5.62K ﹤0.01%
+25
622
$5.58K ﹤0.01%
107
623
$5.57K ﹤0.01%
726
+7
624
$5.53K ﹤0.01%
306
+6
625
$5.51K ﹤0.01%
40
-110
23 24
25
26 27