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
126
$249K 0.05%
4,947
+6
127
$247K 0.05%
741
+1
128
$242K 0.05%
3,970
+38
129
$240K 0.05%
1,862
-89
130
$240K 0.05%
3,127
-190
131
$239K 0.05%
810
+10
132
$237K 0.05%
5,331
133
$237K 0.05%
1,979
+1,361
134
$233K 0.05%
2,281
+522
135
$232K 0.05%
675
+81
136
$227K 0.05%
2,988
+871
137
$221K 0.04%
3,138
138
$219K 0.04%
1,278
139
$218K 0.04%
11,350
-1,604
140
$212K 0.04%
18,180
-2,181
141
$210K 0.04%
4,684
-160
142
$209K 0.04%
816
143
$203K 0.04%
5,146
+59
144
$191K 0.04%
957
+263
145
$190K 0.04%
2,993
+40
146
$188K 0.04%
1,979
+17
147
$181K 0.04%
1,993
+611
148
$180K 0.04%
796
+133
149
$177K 0.04%
4,909
+7
150
$177K 0.04%
6,858
-469
4 5
6
7 8