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
676
$4.25K ﹤0.01%
58
-1
677
$4.22K ﹤0.01%
305
678
$4.22K ﹤0.01%
402
+2
679
$4.2K ﹤0.01%
492
680
$4.2K ﹤0.01%
100
681
$4.19K ﹤0.01%
349
+1
682
$4.19K ﹤0.01%
300
683
$4.17K ﹤0.01%
27
684
$4.12K ﹤0.01%
48
685
$4.12K ﹤0.01%
137
686
$4.11K ﹤0.01%
800
687
$4.05K ﹤0.01%
301
+197
688
$4.05K ﹤0.01%
103
689
$3.99K ﹤0.01%
100
690
$3.92K ﹤0.01%
352
+7
691
$3.85K ﹤0.01%
1,217
+36
692
$3.78K ﹤0.01%
201
693
$3.78K ﹤0.01%
165
+2
694
$3.77K ﹤0.01%
369
-136
695
$3.77K ﹤0.01%
104
+67
696
$3.69K ﹤0.01%
22
697
$3.68K ﹤0.01%
+36
698
$3.68K ﹤0.01%
29
699
$3.68K ﹤0.01%
79
-8
700
$3.67K ﹤0.01%
226
+13
26 27
28
29 30