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
801
$1.32K ﹤0.01%
221
802
$1.31K ﹤0.01%
38
803
$1.27K ﹤0.01%
10
-990
804
$1.25K ﹤0.01%
17
805
$1.25K ﹤0.01%
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806
$1.24K ﹤0.01%
+13
807
$1.24K ﹤0.01%
77
808
$1.23K ﹤0.01%
9
-400
809
$1.22K ﹤0.01%
11
810
$1.21K ﹤0.01%
41
811
$1.19K ﹤0.01%
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812
$1.19K ﹤0.01%
27
+7
813
$1.18K ﹤0.01%
17
814
$1.18K ﹤0.01%
8
815
$1.18K ﹤0.01%
100
816
$1.17K ﹤0.01%
8
817
$1.15K ﹤0.01%
5
818
$1.12K ﹤0.01%
23
819
$1.11K ﹤0.01%
+13
820
$1.11K ﹤0.01%
6
821
$1.1K ﹤0.01%
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822
$1.1K ﹤0.01%
69
-48
823
$1.07K ﹤0.01%
10
824
$1.06K ﹤0.01%
9
825
$1.05K ﹤0.01%
112
31 32
33
34 35