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
51
$964K 0.2%
6,051
+206
52
$946K 0.19%
26,592
+460
53
$897K 0.18%
9,672
-1,715
54
$889K 0.18%
2,162
+5
55
$876K 0.18%
9,973
+3
56
$855K 0.17%
8,224
+634
57
$836K 0.17%
30,110
+4,100
58
$789K 0.16%
5,678
-165
59
$778K 0.16%
45,810
60
$764K 0.15%
6,219
+2
61
$745K 0.15%
11,655
62
$736K 0.15%
1,958
-177
63
$734K 0.15%
6,899
+16
64
$708K 0.14%
9,179
+13
65
$699K 0.14%
31,546
66
$695K 0.14%
51,244
+36,977
67
$695K 0.14%
5,177
+2
68
$694K 0.14%
25,436
+312
69
$677K 0.14%
20,850
-149,634
70
$664K 0.13%
12,705
+310
71
$625K 0.13%
2,507
72
$620K 0.13%
6,219
-81,696
73
$607K 0.12%
15,979
-611
74
$601K 0.12%
36,872
-1,348
75
$560K 0.11%
23,818
+20,238
1 2
3
4 5