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
151
$174K 0.04%
3,625
+1,380
152
$167K 0.03%
5,339
+1,003
153
$166K 0.03%
13,115
-3,525
154
$160K 0.03%
2,693
+744
155
$159K 0.03%
1,978
+1,517
156
$159K 0.03%
1,622
+371
157
$158K 0.03%
921
+384
158
$156K 0.03%
6,464
159
$155K 0.03%
2,228
+305
160
$154K 0.03%
552
+9
161
$153K 0.03%
2,466
162
$151K 0.03%
10,656
+230
163
$151K 0.03%
4,494
+4,444
164
$150K 0.03%
9,392
-3,977
165
$148K 0.03%
3,022
+131
166
$144K 0.03%
2,425
167
$144K 0.03%
1,941
-72
168
$144K 0.03%
3,001
+1,552
169
$140K 0.03%
2,100
170
$137K 0.03%
561
+1
171
$136K 0.03%
40,236
-20,405
172
$135K 0.03%
1,629
-55,954
173
$134K 0.03%
629
+23
174
$133K 0.03%
15,270
+7,659
175
$130K 0.03%
589
+16
5 6
7
8 9