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
776
$1.67K ﹤0.01%
104
777
$1.67K ﹤0.01%
140
778
$1.66K ﹤0.01%
27
+1
779
$1.64K ﹤0.01%
46
+1
780
$1.6K ﹤0.01%
173
-1,100
781
$1.6K ﹤0.01%
132
782
$1.6K ﹤0.01%
7
783
$1.6K ﹤0.01%
200
784
$1.56K ﹤0.01%
10
785
$1.56K ﹤0.01%
197
786
$1.55K ﹤0.01%
119
+4
787
$1.51K ﹤0.01%
50
788
$1.5K ﹤0.01%
167
789
$1.47K ﹤0.01%
15
790
$1.46K ﹤0.01%
+18
791
$1.44K ﹤0.01%
161
+1
792
$1.4K ﹤0.01%
19
793
$1.4K ﹤0.01%
46
794
$1.39K ﹤0.01%
51
795
$1.39K ﹤0.01%
82
+7
796
$1.38K ﹤0.01%
24
-1,280
797
$1.38K ﹤0.01%
13
798
$1.34K ﹤0.01%
26
799
$1.33K ﹤0.01%
200
800
$1.33K ﹤0.01%
37
30 31
32
33 34