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
951
$188 ﹤0.01%
30
952
$187 ﹤0.01%
100
953
$177 ﹤0.01%
2
954
$174 ﹤0.01%
5
955
$160 ﹤0.01%
2
956
$157 ﹤0.01%
15
957
$155 ﹤0.01%
3
958
$150 ﹤0.01%
12
959
$149 ﹤0.01%
7
-7
960
$139 ﹤0.01%
+100
961
$139 ﹤0.01%
7
962
$139 ﹤0.01%
66
963
– –
0
964
– –
0
965
$130 ﹤0.01%
30
966
$128 ﹤0.01%
4
967
$126 ﹤0.01%
6
-8
968
$123 ﹤0.01%
17
969
$114 ﹤0.01%
3
970
$113 ﹤0.01%
1
971
$112 ﹤0.01%
4
972
$107 ﹤0.01%
10
973
$106 ﹤0.01%
100
974
$92 ﹤0.01%
4
975
$91 ﹤0.01%
5
37 38
39
40 41