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
451
$16.7K ﹤0.01%
234
452
$16.6K ﹤0.01%
583
+8
453
$16.5K ﹤0.01%
575
454
$16.3K ﹤0.01%
175
455
$16.2K ﹤0.01%
615
+1
456
$16.1K ﹤0.01%
471
-848
457
$16K ﹤0.01%
22
458
$15.8K ﹤0.01%
271
+3
459
$15.8K ﹤0.01%
1,710
+504
460
$15.8K ﹤0.01%
165
-750
461
$15.7K ﹤0.01%
270
462
$15.6K ﹤0.01%
121
463
$15.5K ﹤0.01%
164
464
$15.3K ﹤0.01%
1,519
+3
465
$15.3K ﹤0.01%
300
466
$15.1K ﹤0.01%
287
-975
467
$14.9K ﹤0.01%
1,789
468
$14.9K ﹤0.01%
1,076
+4
469
$14.7K ﹤0.01%
45
+5
470
$14.5K ﹤0.01%
225
471
$14.4K ﹤0.01%
304
472
$14.3K ﹤0.01%
249
+1
473
$14.3K ﹤0.01%
225
474
$14.2K ﹤0.01%
123
+26
475
$14.1K ﹤0.01%
1,460
17 18
19
20 21