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
$555M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,075
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$8.69M
3
+$3.73M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.85M
5
VTV icon
Vanguard Value ETF
VTV
+$1.61M

Top Sells

1
+$3.88M
2
+$852K
3
+$778K
4
GGLL icon
Direxion Daily GOOGL Bull 2X Shares
GGLL
+$699K
5
BNY icon
BlackRock New York Municipal Income Trust
BNY
+$459K

Sector Composition

1 Technology 5.93%
2 Financials 3.78%
3 Communication Services 2.83%
4 Consumer Discretionary 2.59%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$73.7K 0.01%
685
-36
252
$73.5K 0.01%
803
253
$72.4K 0.01%
544
254
$71.6K 0.01%
+1,100
255
$71.5K 0.01%
13,220
256
$70.6K 0.01%
2,141
257
$69.6K 0.01%
2,008
+903
258
$68.8K 0.01%
+2,000
259
$67.7K 0.01%
1,201
260
$67.6K 0.01%
511
-80
261
$67.4K 0.01%
180
-30
262
$67.3K 0.01%
10,000
263
$66.8K 0.01%
942
264
$66.7K 0.01%
3,888
265
$66.5K 0.01%
11,014
266
$66.4K 0.01%
2,078
+8
267
$66.2K 0.01%
556
268
$65.7K 0.01%
84
+1
269
$64.4K 0.01%
+610
270
$64.2K 0.01%
1,442
+6
271
$63.4K 0.01%
1,011
+1,000
272
$63.3K 0.01%
4,524
273
$61.6K 0.01%
803
+13
274
$61.3K 0.01%
+4,400
275
$61K 0.01%
+900
9 10
11
12 13