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
601
$6.29K ﹤0.01%
130
-198
602
$6.2K ﹤0.01%
43
603
$6.18K ﹤0.01%
136
+1
604
$6.17K ﹤0.01%
19
605
$6.13K ﹤0.01%
50
+25
606
$6.05K ﹤0.01%
733
+7
607
$5.93K ﹤0.01%
338
+10
608
$5.8K ﹤0.01%
145
-57
609
$5.68K ﹤0.01%
108
+1
610
$5.68K ﹤0.01%
313
+7
611
$5.64K ﹤0.01%
248
612
$5.63K ﹤0.01%
908
+3
613
$5.62K ﹤0.01%
200
614
$5.61K ﹤0.01%
100
615
$5.6K ﹤0.01%
123
+3
616
$5.58K ﹤0.01%
800
+125
617
$5.57K ﹤0.01%
36
618
$5.52K ﹤0.01%
350
619
$5.51K ﹤0.01%
+163
620
$5.4K ﹤0.01%
437
621
$5.38K ﹤0.01%
320
+1
622
$5.2K ﹤0.01%
500
623
$5.15K ﹤0.01%
1,000
624
$5.12K ﹤0.01%
145
625
$5.1K ﹤0.01%
271
23 24
25
26 27