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
501
$11.1K ﹤0.01%
198
+189
502
$11K ﹤0.01%
50
503
$11K ﹤0.01%
14,444
504
$11K ﹤0.01%
86
505
$10.9K ﹤0.01%
1,271
+15
506
$10.9K ﹤0.01%
721
+11
507
$10.8K ﹤0.01%
1,200
508
$10.8K ﹤0.01%
225
509
$10.7K ﹤0.01%
428
510
$10.7K ﹤0.01%
22
511
$10.5K ﹤0.01%
200
512
$10.4K ﹤0.01%
668
+2
513
$10.4K ﹤0.01%
1,925
514
$10.4K ﹤0.01%
230
+2
515
$10.4K ﹤0.01%
100
516
$10.3K ﹤0.01%
207
-4
517
$10.3K ﹤0.01%
28
518
$10.2K ﹤0.01%
1,580
519
$10.1K ﹤0.01%
22
520
$10.1K ﹤0.01%
1,276
+34
521
$9.88K ﹤0.01%
221
522
$9.8K ﹤0.01%
2,000
523
$9.66K ﹤0.01%
321
+181
524
$9.66K ﹤0.01%
242
+2
525
$9.51K ﹤0.01%
1,423
+50
19 20
21
22 23