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
State Street Energy Select Sector SPDR ETF
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 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$492K 0.1%
9,988
77
$484K 0.1%
19,820
78
$478K 0.1%
2,522
-3,360
79
$455K 0.09%
3,058
-30
80
$452K 0.09%
6,869
+73
81
$450K 0.09%
5,650
-30
82
$444K 0.09%
6,613
-179
83
$407K 0.08%
2,642
+1
84
$405K 0.08%
15,085
-21,087
85
$404K 0.08%
5,834
-41
86
$397K 0.08%
7,677
-412
87
$390K 0.08%
9,963
+175
88
$377K 0.08%
4,840
-25
89
$373K 0.08%
4,011
+3
90
$366K 0.07%
3,823
91
$363K 0.07%
5,738
+22
92
$361K 0.07%
8,866
-12
93
$358K 0.07%
3,617
+18
94
$358K 0.07%
1,953
+716
95
$357K 0.07%
2,440
-64
96
$357K 0.07%
4,747
97
$355K 0.07%
7,100
-310
98
$337K 0.07%
14,593
-54
99
$334K 0.07%
3,837
100
$322K 0.07%
9,320
+2,230
2 3
4
5 6