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
751
$2.31K ﹤0.01%
100
752
$2.27K ﹤0.01%
24
+10
753
$2.26K ﹤0.01%
12
754
$2.23K ﹤0.01%
63
755
$2.19K ﹤0.01%
76
+24
756
$2.19K ﹤0.01%
93
+2
757
$2.17K ﹤0.01%
13
758
$2.16K ﹤0.01%
43
+35
759
$2.16K ﹤0.01%
6,000
760
$2.15K ﹤0.01%
62
+1
761
$2.08K ﹤0.01%
8
762
$2.06K ﹤0.01%
181
763
$2K ﹤0.01%
86
764
$2K ﹤0.01%
14
765
$1.96K ﹤0.01%
63
766
$1.95K ﹤0.01%
19
767
$1.95K ﹤0.01%
60
768
$1.94K ﹤0.01%
100
769
$1.93K ﹤0.01%
48
770
$1.91K ﹤0.01%
221
771
$1.91K ﹤0.01%
83
772
$1.91K ﹤0.01%
45
-201
773
$1.87K ﹤0.01%
100
774
$1.85K ﹤0.01%
33
775
$1.81K ﹤0.01%
104
29 30
31
32 33