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
626
$5.07K ﹤0.01%
138
+1
627
$5.01K ﹤0.01%
215
+2
628
$5K ﹤0.01%
227
629
$4.99K ﹤0.01%
100
630
$4.97K ﹤0.01%
116
+3
631
$4.97K ﹤0.01%
132
+1
632
$4.96K ﹤0.01%
170
633
$4.95K ﹤0.01%
300
634
$4.94K ﹤0.01%
574
+2
635
$4.93K ﹤0.01%
250
636
$4.92K ﹤0.01%
52
637
$4.87K ﹤0.01%
58
638
$4.84K ﹤0.01%
104
+1
639
$4.83K ﹤0.01%
28
640
$4.79K ﹤0.01%
865
641
$4.78K ﹤0.01%
27
+1
642
$4.76K ﹤0.01%
136
643
$4.75K ﹤0.01%
27
644
$4.75K ﹤0.01%
639
645
$4.75K ﹤0.01%
403
646
$4.73K ﹤0.01%
150
647
$4.72K ﹤0.01%
7,600
+2,000
648
$4.7K ﹤0.01%
100
649
$4.67K ﹤0.01%
+48
650
$4.67K ﹤0.01%
237
+201
24 25
26
27 28