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
651
$4.86K ﹤0.01%
103
652
$4.86K ﹤0.01%
800
653
$4.83K ﹤0.01%
572
+10
654
$4.83K ﹤0.01%
52
+1
655
$4.8K ﹤0.01%
227
+127
656
$4.77K ﹤0.01%
150
657
$4.68K ﹤0.01%
24
658
$4.68K ﹤0.01%
406
659
$4.61K ﹤0.01%
136
+28
660
$4.6K ﹤0.01%
168
661
$4.53K ﹤0.01%
140
662
$4.52K ﹤0.01%
100
663
– –
0
664
$4.51K ﹤0.01%
38
665
$4.46K ﹤0.01%
200
666
$4.45K ﹤0.01%
113
+2
667
$4.45K ﹤0.01%
250
668
$4.44K ﹤0.01%
51
669
$4.43K ﹤0.01%
639
670
$4.33K ﹤0.01%
26
671
$4.3K ﹤0.01%
404
+4
672
$4.3K ﹤0.01%
91
+1
673
$4.28K ﹤0.01%
36
674
$4.27K ﹤0.01%
150
675
$4.27K ﹤0.01%
51
+1
25 26
27
28 29