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
176
$128K 0.03%
5,835
177
$127K 0.03%
13,310
+2,503
178
$124K 0.03%
215
+25
179
$123K 0.02%
3,509
+48
180
$122K 0.02%
8,961
+252
181
$120K 0.02%
253
+1
182
$119K 0.02%
972
-13
183
$119K 0.02%
289
+161
184
$118K 0.02%
9,401
+229
185
$116K 0.02%
2,905
+7
186
$116K 0.02%
5,121
+14
187
$116K 0.02%
1,400
-121
188
$116K 0.02%
1,995
-5
189
$114K 0.02%
209
+6
190
$112K 0.02%
957
+4
191
$112K 0.02%
558
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192
$110K 0.02%
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193
$108K 0.02%
+1,100
194
$106K 0.02%
1,454
-232
195
$104K 0.02%
4,260
+179
196
$104K 0.02%
254
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197
$102K 0.02%
2,437
+6
198
$101K 0.02%
10,208
+153
199
$100K 0.02%
14,285
+4,210
200
$99.1K 0.02%
1,365
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8
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