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
726
$2.6K ﹤0.01%
48
727
$2.56K ﹤0.01%
13
728
$2.56K ﹤0.01%
+19
729
$2.52K ﹤0.01%
63
730
$2.52K ﹤0.01%
100
731
$2.52K ﹤0.01%
129
+1
732
$2.52K ﹤0.01%
8
733
$2.51K ﹤0.01%
5
734
$2.48K ﹤0.01%
93
735
$2.48K ﹤0.01%
12
736
$2.44K ﹤0.01%
5
-100
737
$2.44K ﹤0.01%
369
-2
738
$2.43K ﹤0.01%
50
739
$2.42K ﹤0.01%
43
740
$2.37K ﹤0.01%
20
741
$2.31K ﹤0.01%
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742
$2.27K ﹤0.01%
181
743
$2.26K ﹤0.01%
100
744
$2.23K ﹤0.01%
24
745
$2.19K ﹤0.01%
100
746
$2.17K ﹤0.01%
500
747
$2.17K ﹤0.01%
25
748
$2.12K ﹤0.01%
187
-150
749
$2.09K ﹤0.01%
124
750
$2.07K ﹤0.01%
87
28 29
30
31 32