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
226
$85.7K 0.02%
5,906
-4,750
227
$85.2K 0.02%
1,323
+16
228
$85.2K 0.02%
1,105
-295
229
$84.6K 0.02%
1,800
230
$84.1K 0.02%
+1,100
231
$84K 0.02%
3,693
232
$83.4K 0.02%
380
233
$82.4K 0.01%
1,909
-100
234
$81.4K 0.01%
203
235
$81K 0.01%
324
+2
236
$80.8K 0.01%
1,150
+375
237
$78.8K 0.01%
1,691
+12
238
$78.6K 0.01%
676
239
$78.5K 0.01%
7,866
-23
240
$78.5K 0.01%
2,060
+8
241
$78.3K 0.01%
404
-67
242
$77.5K 0.01%
11,590
243
$75.6K 0.01%
700
+40
244
$75.1K 0.01%
1,200
245
$75K 0.01%
3,099
-3
246
$74.6K 0.01%
1,500
-600
247
$74.3K 0.01%
8,023
+7,614
248
$74K 0.01%
+400
249
$73.9K 0.01%
2,031
250
$73.8K 0.01%
750
8 9
10
11 12