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
876
$711 ﹤0.01%
36
877
$703 ﹤0.01%
14
878
$700 ﹤0.01%
200
879
$693 ﹤0.01%
3
880
$686 ﹤0.01%
150
881
$672 ﹤0.01%
31
882
$645 ﹤0.01%
28
883
$638 ﹤0.01%
12
884
$626 ﹤0.01%
8
885
$625 ﹤0.01%
288
886
$618 ﹤0.01%
14
887
$600 ﹤0.01%
800
888
$598 ﹤0.01%
+4
889
$595 ﹤0.01%
30
890
$588 ﹤0.01%
27
891
$587 ﹤0.01%
203
892
$585 ﹤0.01%
300
893
$583 ﹤0.01%
10
894
$575 ﹤0.01%
30
895
$572 ﹤0.01%
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896
$564 ﹤0.01%
50
897
$562 ﹤0.01%
20
898
$557 ﹤0.01%
+163
899
$556 ﹤0.01%
11
900
$540 ﹤0.01%
2,550
34 35
36
37 38