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
401
$24.5K ﹤0.01%
249
402
$24.5K ﹤0.01%
3,226
-5,532
403
$24.5K ﹤0.01%
488
404
$24.5K ﹤0.01%
146
405
$24.4K ﹤0.01%
380
406
$24.3K ﹤0.01%
+556
407
$24.3K ﹤0.01%
+392
408
$24.2K ﹤0.01%
370
-472
409
$23.8K ﹤0.01%
400
410
$23.7K ﹤0.01%
290
+1
411
$23.7K ﹤0.01%
116
412
$23.7K ﹤0.01%
214
-100
413
$23.5K ﹤0.01%
200
414
$23.3K ﹤0.01%
1,285
+3
415
$23.1K ﹤0.01%
170
416
$22.8K ﹤0.01%
155
-39
417
$22.3K ﹤0.01%
400
418
$22.1K ﹤0.01%
996
+2
419
$21.9K ﹤0.01%
400
420
$21.9K ﹤0.01%
367
421
$21.5K ﹤0.01%
250
-170
422
$21.1K ﹤0.01%
327
423
$21K ﹤0.01%
454
+46
424
$20.9K ﹤0.01%
744
425
$20.7K ﹤0.01%
1,240
+500
15 16
17
18 19