FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
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
State Street Energy Select Sector SPDR ETF
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 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.79K ﹤0.01%
51
777
$1.77K ﹤0.01%
124
778
$1.75K ﹤0.01%
26
779
$1.73K ﹤0.01%
197
780
$1.73K ﹤0.01%
+106
781
$1.71K ﹤0.01%
+38
782
$1.7K ﹤0.01%
+242
783
$1.65K ﹤0.01%
94
+23
784
$1.65K ﹤0.01%
69
+1
785
$1.64K ﹤0.01%
200
786
$1.62K ﹤0.01%
40
787
$1.62K ﹤0.01%
140
788
$1.61K ﹤0.01%
7
789
$1.61K ﹤0.01%
40
790
$1.61K ﹤0.01%
25
-33
791
$1.61K ﹤0.01%
160
+1
792
$1.6K ﹤0.01%
350
793
$1.57K ﹤0.01%
132
794
$1.55K ﹤0.01%
46
+1
795
$1.54K ﹤0.01%
100
+25
796
$1.53K ﹤0.01%
14
797
$1.51K ﹤0.01%
167
798
$1.48K ﹤0.01%
10
799
$1.48K ﹤0.01%
15
-11
800
$1.43K ﹤0.01%
115
+11
30 31
32
33 34