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
576
$7.28K ﹤0.01%
779
+23
577
$7.28K ﹤0.01%
207
+1
578
$7.25K ﹤0.01%
145
579
$7.23K ﹤0.01%
168
580
$7.21K ﹤0.01%
38
-225
581
$7.15K ﹤0.01%
614
582
$7.13K ﹤0.01%
55
583
$7.06K ﹤0.01%
309
+2
584
$7.06K ﹤0.01%
170
+66
585
$7.03K ﹤0.01%
372
+5
586
$6.94K ﹤0.01%
3,522
-150
587
$6.8K ﹤0.01%
300
588
$6.77K ﹤0.01%
400
589
$6.64K ﹤0.01%
29
590
$6.55K ﹤0.01%
833
591
$6.5K ﹤0.01%
103
592
$6.49K ﹤0.01%
35
593
$6.45K ﹤0.01%
600
-985
594
$6.45K ﹤0.01%
280
595
$6.44K ﹤0.01%
784
596
$6.44K ﹤0.01%
350
+2
597
$6.36K ﹤0.01%
71
598
$6.34K ﹤0.01%
716
-2,000
599
$6.33K ﹤0.01%
353
600
$6.31K ﹤0.01%
50
22 23
24
25 26