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
376
$27.6K 0.01%
459
+1
377
$27.4K ﹤0.01%
872
+2
378
$27.2K ﹤0.01%
275
-148
379
$26.8K ﹤0.01%
125
+1
380
$26.8K ﹤0.01%
2,020
-16
381
$26.8K ﹤0.01%
3,255
382
$26.7K ﹤0.01%
512
+3
383
$26.7K ﹤0.01%
136
384
$26.4K ﹤0.01%
100
385
$26.3K ﹤0.01%
11,963
+380
386
$25.8K ﹤0.01%
3,814
+89
387
$25.7K ﹤0.01%
176
388
$25.7K ﹤0.01%
294
+1
389
$25.6K ﹤0.01%
157
390
$25.4K ﹤0.01%
57
391
$25.3K ﹤0.01%
15,070
392
$25.1K ﹤0.01%
+150
393
$25K ﹤0.01%
279
394
$25K ﹤0.01%
133
395
$25K ﹤0.01%
190
396
$24.9K ﹤0.01%
10
397
$24.9K ﹤0.01%
3,667
398
$24.8K ﹤0.01%
168
399
$24.7K ﹤0.01%
+389
400
$24.5K ﹤0.01%
931
+16
14 15
16
17 18