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
551
$8.21K ﹤0.01%
97
552
$8.14K ﹤0.01%
+298
553
$8.07K ﹤0.01%
70
-25
554
$8.05K ﹤0.01%
684
+18
555
$8K ﹤0.01%
121
+1
556
$7.99K ﹤0.01%
750
557
$7.96K ﹤0.01%
39
558
$7.87K ﹤0.01%
350
559
$7.81K ﹤0.01%
826
560
$7.76K ﹤0.01%
151
+1
561
$7.75K ﹤0.01%
450
562
$7.74K ﹤0.01%
205
563
$7.73K ﹤0.01%
108
+15
564
$7.72K ﹤0.01%
214
+2
565
$7.68K ﹤0.01%
100
566
$7.56K ﹤0.01%
1,524
567
$7.55K ﹤0.01%
1,200
568
$7.54K ﹤0.01%
60
569
$7.47K ﹤0.01%
98
570
$7.43K ﹤0.01%
83
571
$7.4K ﹤0.01%
211
+1
572
$7.4K ﹤0.01%
500
573
$7.4K ﹤0.01%
250
574
$7.38K ﹤0.01%
234
+2
575
$7.32K ﹤0.01%
89
21 22
23
24 25