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
701
$3.24K ﹤0.01%
48
702
$3.19K ﹤0.01%
23
703
$3.19K ﹤0.01%
167
+2
704
$3.19K ﹤0.01%
442
+13
705
$3.18K ﹤0.01%
100
706
$3.12K ﹤0.01%
513
707
$3.11K ﹤0.01%
50
-831
708
$3.09K ﹤0.01%
91
-50
709
$3.07K ﹤0.01%
20
710
$3.02K ﹤0.01%
53
+36
711
$2.99K ﹤0.01%
305
712
$2.94K ﹤0.01%
290
-693
713
$2.93K ﹤0.01%
226
714
$2.91K ﹤0.01%
14
-296
715
$2.9K ﹤0.01%
100
716
$2.89K ﹤0.01%
96
+3
717
$2.86K ﹤0.01%
40
718
$2.79K ﹤0.01%
258
+7
719
$2.71K ﹤0.01%
125
+75
720
$2.69K ﹤0.01%
227
-500
721
$2.66K ﹤0.01%
100
722
$2.64K ﹤0.01%
101
723
$2.62K ﹤0.01%
107
724
$2.61K ﹤0.01%
15
-210
725
$2.6K ﹤0.01%
60
27 28
29
30 31