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
626
$5.49K ﹤0.01%
135
627
$5.48K ﹤0.01%
19
628
$5.47K ﹤0.01%
100
+25
629
$5.47K ﹤0.01%
120
+2
630
$5.39K ﹤0.01%
43
631
$5.37K ﹤0.01%
213
632
$5.35K ﹤0.01%
300
633
$5.2K ﹤0.01%
353
634
$5.18K ﹤0.01%
100
635
$5.17K ﹤0.01%
100
636
$5.16K ﹤0.01%
145
637
$5.11K ﹤0.01%
350
638
$5.09K ﹤0.01%
59
639
$5.07K ﹤0.01%
1,000
640
$5.06K ﹤0.01%
141
-30
641
$5.05K ﹤0.01%
25
642
$5.03K ﹤0.01%
103
643
$5.01K ﹤0.01%
170
644
$4.99K ﹤0.01%
403
645
$4.96K ﹤0.01%
319
646
$4.92K ﹤0.01%
865
+717
647
$4.92K ﹤0.01%
26
648
$4.91K ﹤0.01%
+200
649
$4.9K ﹤0.01%
36
650
$4.89K ﹤0.01%
131
+1
24 25
26
27 28