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
651
$4.66K ﹤0.01%
103
652
$4.64K ﹤0.01%
38
653
$4.62K ﹤0.01%
396
-10
654
$4.58K ﹤0.01%
40
655
$4.56K ﹤0.01%
150
656
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+128
657
$4.53K ﹤0.01%
91
658
$4.51K ﹤0.01%
58
659
$4.48K ﹤0.01%
350
+1
660
$4.48K ﹤0.01%
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661
$4.41K ﹤0.01%
36
662
$4.37K ﹤0.01%
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663
$4.27K ﹤0.01%
51
664
$4.21K ﹤0.01%
359
+7
665
$4.17K ﹤0.01%
51
666
$4.14K ﹤0.01%
103
667
$4.13K ﹤0.01%
800
668
$4.12K ﹤0.01%
300
669
$4.09K ﹤0.01%
59
670
$4.09K ﹤0.01%
22
671
$4.08K ﹤0.01%
48
672
$3.97K ﹤0.01%
100
673
$3.94K ﹤0.01%
25
674
$3.93K ﹤0.01%
373
+4
675
$3.92K ﹤0.01%
53
25 26
27
28 29