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
901
$494 ﹤0.01%
159
+6
902
$493 ﹤0.01%
68
903
$490 ﹤0.01%
6
904
$473 ﹤0.01%
9
-354
905
$465 ﹤0.01%
10
906
$465 ﹤0.01%
250
907
$463 ﹤0.01%
175
908
$459 ﹤0.01%
46
909
$458 ﹤0.01%
18
910
$454 ﹤0.01%
17
911
$445 ﹤0.01%
3
912
$432 ﹤0.01%
146
+2
913
$428 ﹤0.01%
5
914
$426 ﹤0.01%
9
915
$424 ﹤0.01%
5
916
$416 ﹤0.01%
9
917
$414 ﹤0.01%
6
918
$411 ﹤0.01%
+5
919
$407 ﹤0.01%
47
+1
920
$396 ﹤0.01%
7
921
$394 ﹤0.01%
20
922
$384 ﹤0.01%
100
923
$380 ﹤0.01%
4
924
$375 ﹤0.01%
20
925
$374 ﹤0.01%
+5
35 36
37
38 39