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
676
$3.88K ﹤0.01%
107
+25
677
$3.86K ﹤0.01%
58
678
$3.79K ﹤0.01%
405
+3
679
$3.77K ﹤0.01%
100
680
$3.76K ﹤0.01%
86
+2
681
$3.72K ﹤0.01%
58
682
$3.69K ﹤0.01%
29
683
$3.65K ﹤0.01%
293
+8
684
$3.63K ﹤0.01%
79
685
$3.62K ﹤0.01%
579
686
$3.6K ﹤0.01%
19
687
$3.55K ﹤0.01%
18
688
$3.54K ﹤0.01%
129
689
$3.52K ﹤0.01%
111
690
$3.5K ﹤0.01%
37
691
$3.48K ﹤0.01%
17
692
$3.43K ﹤0.01%
52
+1
693
$3.43K ﹤0.01%
127
694
$3.37K ﹤0.01%
6
695
$3.36K ﹤0.01%
200
696
$3.35K ﹤0.01%
1,262
+45
697
$3.34K ﹤0.01%
400
-400
698
$3.33K ﹤0.01%
46
699
$3.3K ﹤0.01%
492
700
$3.3K ﹤0.01%
18
26 27
28
29 30