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
426
$20.6K ﹤0.01%
1,047
427
$20.1K ﹤0.01%
400
-58
428
$19.8K ﹤0.01%
294
429
$19.8K ﹤0.01%
551
+1
430
$19.7K ﹤0.01%
666
-150
431
$19.7K ﹤0.01%
298
432
$19.6K ﹤0.01%
341
-25
433
$19.3K ﹤0.01%
78
434
$19.2K ﹤0.01%
449
435
$19.1K ﹤0.01%
305
-848
436
$18.9K ﹤0.01%
124
437
$18.8K ﹤0.01%
300
438
$18.7K ﹤0.01%
53
+8
439
$18.6K ﹤0.01%
932
440
$18.6K ﹤0.01%
1,022
441
$18.2K ﹤0.01%
300
442
$18.1K ﹤0.01%
2,000
443
$17.8K ﹤0.01%
1,500
444
$17.7K ﹤0.01%
300
445
$17.7K ﹤0.01%
102
446
$17.6K ﹤0.01%
216
-797
447
$17.6K ﹤0.01%
831
+13
448
$17.3K ﹤0.01%
467
-194
449
$17.3K ﹤0.01%
437
450
$17.1K ﹤0.01%
200
16 17
18
19 20