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
526
$9.42K ﹤0.01%
+62
527
$9.26K ﹤0.01%
347
+4
528
$9.25K ﹤0.01%
108
-281
529
$9.22K ﹤0.01%
265
530
$9.21K ﹤0.01%
300
531
$9.2K ﹤0.01%
169
532
$9.18K ﹤0.01%
323
533
$9.15K ﹤0.01%
400
534
$9.13K ﹤0.01%
550
535
$9.1K ﹤0.01%
30
536
$9.09K ﹤0.01%
271
-300
537
$8.98K ﹤0.01%
222
+3
538
$8.98K ﹤0.01%
557
+13
539
$8.81K ﹤0.01%
129
540
$8.8K ﹤0.01%
77
+1
541
$8.73K ﹤0.01%
401
+100
542
$8.69K ﹤0.01%
74
543
$8.69K ﹤0.01%
371
+7
544
$8.48K ﹤0.01%
100
545
$8.47K ﹤0.01%
171
546
$8.46K ﹤0.01%
406
547
$8.43K ﹤0.01%
170
+1
548
$8.35K ﹤0.01%
80
549
$8.34K ﹤0.01%
110
+1
550
$8.27K ﹤0.01%
694
+19
20 21
22
23 24