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
751
$2.05K ﹤0.01%
14
752
$2.01K ﹤0.01%
19
753
$1.98K ﹤0.01%
86
754
$1.98K ﹤0.01%
242
755
$1.95K ﹤0.01%
106
756
$1.94K ﹤0.01%
447
757
$1.94K ﹤0.01%
350
758
$1.92K ﹤0.01%
250
759
$1.89K ﹤0.01%
63
760
$1.89K ﹤0.01%
100
761
$1.87K ﹤0.01%
83
762
$1.87K ﹤0.01%
51
763
$1.82K ﹤0.01%
50
-4,444
764
$1.82K ﹤0.01%
69
765
$1.81K ﹤0.01%
32
-30
766
$1.81K ﹤0.01%
100
767
$1.8K ﹤0.01%
76
768
$1.8K ﹤0.01%
40
769
$1.79K ﹤0.01%
50
770
$1.73K ﹤0.01%
60
771
$1.71K ﹤0.01%
33
772
$1.7K ﹤0.01%
14
773
$1.7K ﹤0.01%
123
+9
774
$1.69K ﹤0.01%
22
+5
775
$1.69K ﹤0.01%
63
+1
29 30
31
32 33