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
326
$43.7K 0.01%
655
-240
327
$43.1K 0.01%
758
+224
328
$43K 0.01%
850
329
$42K 0.01%
1,589
330
$41.8K 0.01%
186
331
$41.7K 0.01%
400
332
$41.4K 0.01%
805
-138
333
$41.3K 0.01%
+3,385
334
$41.3K 0.01%
766
+4
335
$40.6K 0.01%
420
336
$40.6K 0.01%
3,584
-630
337
$40.4K 0.01%
758
338
$40.2K 0.01%
665
+5
339
$39.5K 0.01%
2,367
+43
340
$39.2K 0.01%
800
341
$39.1K 0.01%
518
+6
342
$39K 0.01%
203
+1
343
$38.8K 0.01%
466
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344
$38.7K 0.01%
616
-105
345
$38.5K 0.01%
160
346
$38.4K 0.01%
2,445
347
$37.2K 0.01%
8,026
-645
348
$36.9K 0.01%
120
349
$35.7K 0.01%
382
+1
350
$35.2K 0.01%
30
12 13
14
15 16