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
301
$50.6K 0.01%
2,400
302
$49.9K 0.01%
+428
303
$49.7K 0.01%
373
304
$49.6K 0.01%
69
305
$49K 0.01%
200
306
$48.9K 0.01%
+1,200
307
$48.8K 0.01%
500
308
$48.4K 0.01%
90
309
$48.4K 0.01%
+5,000
310
$48.2K 0.01%
+169
311
$47.8K 0.01%
591
+1
312
$47.8K 0.01%
524
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313
$47.1K 0.01%
534
+1
314
$47K 0.01%
1,800
315
$46.9K 0.01%
1,216
-10
316
$45.5K 0.01%
606
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317
$45.2K 0.01%
780
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448
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203
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$44.8K 0.01%
613
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322
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323
$44.5K 0.01%
1,021
324
$44.2K 0.01%
493
-147
325
$43.8K 0.01%
2,334
+18
11 12
13
14 15