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
851
$891 ﹤0.01%
160
852
$890 ﹤0.01%
+17
853
$888 ﹤0.01%
16
854
$879 ﹤0.01%
47
855
$870 ﹤0.01%
5
856
$852 ﹤0.01%
+49
857
$834 ﹤0.01%
17
858
$826 ﹤0.01%
4
-10
859
$807 ﹤0.01%
20
+15
860
$803 ﹤0.01%
125
861
$802 ﹤0.01%
50
862
$798 ﹤0.01%
26
-1,442
863
$787 ﹤0.01%
311
864
$785 ﹤0.01%
7
865
$781 ﹤0.01%
99
866
$781 ﹤0.01%
20
-1
867
$780 ﹤0.01%
415
+400
868
$770 ﹤0.01%
37
+22
869
$763 ﹤0.01%
6
870
$760 ﹤0.01%
447
871
$754 ﹤0.01%
68
+1
872
$752 ﹤0.01%
7
873
$743 ﹤0.01%
11
-12
874
$719 ﹤0.01%
48
875
$714 ﹤0.01%
61
+1
33 34
35
36 37