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
276
$60.9K 0.01%
+3,000
277
$60.9K 0.01%
1,725
278
$59.3K 0.01%
2,060
+5
279
$59.1K 0.01%
+10,000
280
$59K 0.01%
1,024
281
$58.7K 0.01%
1,636
+25
282
$57.5K 0.01%
100,000
+50,000
283
$56.5K 0.01%
1,359
-567
284
$56.2K 0.01%
718
285
$55.7K 0.01%
872
+201
286
$55.3K 0.01%
5,394
+37
287
$54.9K 0.01%
530
288
$54.7K 0.01%
499
289
$54.6K 0.01%
276
290
$54.6K 0.01%
2,612
+75
291
$54.5K 0.01%
924
292
$54.3K 0.01%
1,339
-4
293
$54K 0.01%
646
294
$54K 0.01%
133
-156
295
$53.3K 0.01%
+1,250
296
$53.1K 0.01%
1,852
297
$52.4K 0.01%
159
298
$52.1K 0.01%
1,569
299
$52K 0.01%
12,618
+6,309
300
$51.2K 0.01%
2,045
+874
10 11
12
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