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
101
$313K 0.06%
1,718
+127
102
$307K 0.06%
17,294
-25
103
$302K 0.06%
+3,687
104
$302K 0.06%
5,038
-959
105
$298K 0.06%
25,022
+1,612
106
$288K 0.06%
3,792
+39
107
$284K 0.06%
12,993
-54
108
$283K 0.06%
598
+138
109
$282K 0.06%
33,427
+13,262
110
$281K 0.06%
6,868
-3
111
$278K 0.06%
4,559
-3
112
$277K 0.06%
9,325
+5,982
113
$275K 0.06%
7,364
-475
114
$275K 0.06%
2,826
+23
115
$273K 0.06%
1,673
+17
116
$271K 0.05%
1,344
117
$268K 0.05%
1,433
-12
118
$267K 0.05%
11,108
+350
119
$263K 0.05%
2,115
-6,757
120
$263K 0.05%
920
121
$259K 0.05%
1,149
+206
122
$256K 0.05%
13,982
123
$253K 0.05%
7,414
-547
124
$250K 0.05%
23,500
125
$250K 0.05%
+2,725
3 4
5
6 7