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
826
$1.09K ﹤0.01%
14
-50
827
$1.07K ﹤0.01%
7
828
$1.07K ﹤0.01%
41
829
$1.07K ﹤0.01%
6
830
$1.06K ﹤0.01%
4
831
$1.05K ﹤0.01%
168
+1
832
$1.02K ﹤0.01%
52
833
$1.01K ﹤0.01%
32
834
$1.01K ﹤0.01%
9
835
$1K ﹤0.01%
+60
836
$997 ﹤0.01%
+50
837
$983 ﹤0.01%
+110
838
– –
0
839
$977 ﹤0.01%
1,000
+998
840
$973 ﹤0.01%
10
841
$958 ﹤0.01%
2
842
$954 ﹤0.01%
8
843
$935 ﹤0.01%
8
844
$919 ﹤0.01%
23
845
$916 ﹤0.01%
74
+1
846
$915 ﹤0.01%
+103
847
$912 ﹤0.01%
50
848
$907 ﹤0.01%
35
-39
849
$906 ﹤0.01%
53
+1
850
$902 ﹤0.01%
+30
32 33
34
35 36