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
801
$1.42K ﹤0.01%
37
+2
802
$1.4K ﹤0.01%
25
803
$1.39K ﹤0.01%
19
804
$1.38K ﹤0.01%
15
805
$1.36K ﹤0.01%
200
806
$1.36K ﹤0.01%
17
-5
807
$1.32K ﹤0.01%
75
+1
808
$1.3K ﹤0.01%
13
809
$1.29K ﹤0.01%
51
810
$1.28K ﹤0.01%
500
811
$1.26K ﹤0.01%
11
812
$1.26K ﹤0.01%
17
813
$1.25K ﹤0.01%
29
-6
814
$1.24K ﹤0.01%
50
815
$1.23K ﹤0.01%
17
816
$1.22K ﹤0.01%
77
817
$1.2K ﹤0.01%
100
818
– –
0
819
$1.19K ﹤0.01%
114
+6
820
$1.19K ﹤0.01%
37
821
$1.17K ﹤0.01%
50
822
$1.17K ﹤0.01%
37
823
$1.14K ﹤0.01%
37
824
$1.1K ﹤0.01%
112
825
$1.1K ﹤0.01%
26
-17
31 32
33
34 35