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
701
$3.65K ﹤0.01%
337
702
$3.62K ﹤0.01%
19
703
$3.61K ﹤0.01%
100
704
$3.53K ﹤0.01%
675
705
$3.45K ﹤0.01%
579
706
$3.44K ﹤0.01%
37
707
$3.43K ﹤0.01%
+18
708
$3.43K ﹤0.01%
58
709
$3.42K ﹤0.01%
285
+8
710
$3.38K ﹤0.01%
17
+1
711
$3.36K ﹤0.01%
409
-6,391
712
$3.35K ﹤0.01%
62
713
$3.33K ﹤0.01%
23
-4
714
$3.32K ﹤0.01%
513
715
$3.29K ﹤0.01%
46
716
$3.22K ﹤0.01%
58
717
$3.21K ﹤0.01%
48
-357
718
$3.2K ﹤0.01%
51
719
$3.19K ﹤0.01%
111
+1
720
$3.19K ﹤0.01%
200
721
$3.17K ﹤0.01%
20
722
$3.15K ﹤0.01%
39
-900
723
$3.1K ﹤0.01%
40
724
$3.1K ﹤0.01%
84
+2
725
$3.1K ﹤0.01%
58
27 28
29
30 31