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
476
$13.9K ﹤0.01%
247
+2
477
$13.9K ﹤0.01%
11,375
478
$13.6K ﹤0.01%
144
479
$13.6K ﹤0.01%
55
+3
480
$13.5K ﹤0.01%
150
481
$13.5K ﹤0.01%
259
+80
482
$13.4K ﹤0.01%
644
+3
483
$13.3K ﹤0.01%
214
484
$13.1K ﹤0.01%
151
+1
485
$13.1K ﹤0.01%
77
-100
486
$12.9K ﹤0.01%
243
-49
487
$12.9K ﹤0.01%
1,258
+12
488
$12.4K ﹤0.01%
1,461
489
$12.4K ﹤0.01%
180
490
$12.2K ﹤0.01%
1,695
491
$12K ﹤0.01%
4,000
492
$11.9K ﹤0.01%
244
493
$11.9K ﹤0.01%
5,000
494
$11.8K ﹤0.01%
889
+8
495
$11.6K ﹤0.01%
644
+16
496
$11.5K ﹤0.01%
519
+5
497
$11.4K ﹤0.01%
176
498
$11.3K ﹤0.01%
119
+11
499
$11.3K ﹤0.01%
115
500
$11.2K ﹤0.01%
120
18 19
20
21 22