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
201
$98.3K 0.02%
3,400
202
$97.6K 0.02%
5,496
203
$96.3K 0.02%
471
+72
204
$96.2K 0.02%
4,243
+556
205
$95.1K 0.02%
3,671
+37
206
$94.8K 0.02%
937
+140
207
$94K 0.02%
3,790
+505
208
$94K 0.02%
2,750
+2,150
209
$93.8K 0.02%
1,764
+6
210
$92.7K 0.02%
1,658
+17
211
$92.3K 0.02%
1,306
212
$90.3K 0.02%
5,188
-624
213
$89.2K 0.02%
11,590
214
$88.9K 0.02%
1,800
215
$88.7K 0.02%
906
-35
216
$88.5K 0.02%
775
+5
217
$88.1K 0.02%
908
-52
218
$87.8K 0.02%
640
219
$87.5K 0.02%
915
220
$87.4K 0.02%
1,259
+1
221
$87.3K 0.02%
949
+7
222
$85.5K 0.02%
906
-67
223
$84.5K 0.02%
591
+1
224
$83.5K 0.02%
3,693
225
$82.4K 0.02%
1,057
-656
7 8
9
10 11