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
351
$34.7K 0.01%
468
352
$34.3K 0.01%
213
353
$33.2K 0.01%
926
+10
354
$33.1K 0.01%
497
355
$32.9K 0.01%
+135
356
$32.5K 0.01%
83
357
$32.3K 0.01%
1,000
+7
358
$31.9K 0.01%
310
359
$31.7K 0.01%
183
+2
360
$30.5K 0.01%
1,822
-12,160
361
$29.9K 0.01%
201
362
$29.9K 0.01%
145
-9
363
$29.8K 0.01%
159
364
$29.7K 0.01%
838
+55
365
$29.2K 0.01%
197
+1
366
$29.2K 0.01%
+100
367
$29.1K 0.01%
4,156
368
$28.7K 0.01%
261
369
$28.5K 0.01%
100
370
$28.3K 0.01%
830
+2
371
$28.3K 0.01%
3,752
372
$28K 0.01%
499
+51
373
$27.7K 0.01%
2,178
+10
374
$27.6K 0.01%
937
+9
375
$27.6K 0.01%
2,381
13 14
15
16 17