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
201
$102K 0.02%
4,140
-120
202
$101K 0.02%
4,058
+268
203
$101K 0.02%
4,545
+302
204
$99.6K 0.02%
2,444
+7
205
$99.3K 0.02%
908
206
$98.7K 0.02%
1,586
+670
207
$98.4K 0.02%
209
208
$98.3K 0.02%
1,003
+97
209
$98.3K 0.02%
2,400
210
$97.8K 0.02%
3,710
+39
211
$95.8K 0.02%
949
212
$94.1K 0.02%
180
-35
213
$93.3K 0.02%
1,365
214
$93K 0.02%
+850
215
$91.6K 0.02%
3,400
216
$90.3K 0.02%
641
+1
217
$90.1K 0.02%
1,259
218
$90K 0.02%
1,770
+6
219
$89K 0.02%
1,058
+1
220
$88.8K 0.02%
603
-10
221
$88.4K 0.02%
1,307
+1
222
$87.5K 0.02%
775
223
$86.9K 0.02%
913
+7
224
$86.8K 0.02%
1,676
+18
225
$85.9K 0.02%
637
7 8
9
10 11