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
176
$128K 0.02%
1,858
-83
177
$128K 0.02%
1,963
+1,860
178
$128K 0.02%
1,995
179
$128K 0.02%
4,131
-1,208
180
$126K 0.02%
559
+1
181
$124K 0.02%
5,496
182
$124K 0.02%
9,182
+221
183
$123K 0.02%
672
-124
184
$118K 0.02%
2,750
185
$117K 0.02%
1,395
-598
186
$114K 0.02%
658
+149
187
$113K 0.02%
2,913
+8
188
$113K 0.02%
6,340
+1,152
189
$113K 0.02%
254
190
$112K 0.02%
9,890
+8,818
191
$111K 0.02%
29,000
192
$111K 0.02%
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193
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194
$109K 0.02%
960
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195
$108K 0.02%
1,459
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196
$108K 0.02%
234
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197
$107K 0.02%
2,093
-600
198
$106K 0.02%
5,137
+16
199
$103K 0.02%
+250
200
$102K 0.02%
939
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