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
726
$3.09K ﹤0.01%
25
727
$3.07K ﹤0.01%
429
+13
728
$2.91K ﹤0.01%
5,600
+4,000
729
$2.83K ﹤0.01%
250
+100
730
$2.81K ﹤0.01%
53
731
$2.8K ﹤0.01%
129
+55
732
$2.79K ﹤0.01%
6
+3
733
$2.78K ﹤0.01%
50
734
$2.75K ﹤0.01%
271
+101
735
$2.74K ﹤0.01%
188
736
$2.67K ﹤0.01%
82
-29
737
$2.61K ﹤0.01%
117
+1
738
$2.61K ﹤0.01%
87
739
$2.51K ﹤0.01%
34
+17
740
$2.5K ﹤0.01%
5
741
$2.5K ﹤0.01%
127
742
$2.5K ﹤0.01%
128
-33
743
$2.48K ﹤0.01%
371
-122
744
$2.41K ﹤0.01%
101
745
$2.4K ﹤0.01%
100
746
$2.4K ﹤0.01%
18
747
$2.38K ﹤0.01%
107
748
$2.38K ﹤0.01%
93
749
$2.37K ﹤0.01%
251
+5
750
$2.33K ﹤0.01%
20
-37
28 29
30
31 32