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
926
$361 ﹤0.01%
7
927
$356 ﹤0.01%
90
928
$355 ﹤0.01%
100
+30
929
$350 ﹤0.01%
4
930
$337 ﹤0.01%
16
931
$329 ﹤0.01%
100
932
$320 ﹤0.01%
3
933
$318 ﹤0.01%
20
934
$316 ﹤0.01%
11
935
$304 ﹤0.01%
1,000
936
$303 ﹤0.01%
12
-14
937
$294 ﹤0.01%
6
938
$270 ﹤0.01%
4
939
$267 ﹤0.01%
110
940
$265 ﹤0.01%
54
941
$256 ﹤0.01%
14
942
$213 ﹤0.01%
8
943
$213 ﹤0.01%
33
944
$208 ﹤0.01%
130
945
$206 ﹤0.01%
50
946
$205 ﹤0.01%
31
947
$197 ﹤0.01%
5
948
$196 ﹤0.01%
1
949
$194 ﹤0.01%
7
950
$192 ﹤0.01%
31
36 37
38
39 40