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
826
– –
0
827
$1.04K ﹤0.01%
103
828
$1.02K ﹤0.01%
+21
829
$1.02K ﹤0.01%
30
830
$998 ﹤0.01%
29
831
$990 ﹤0.01%
52
832
$986 ﹤0.01%
53
833
$983 ﹤0.01%
170
+2
834
$982 ﹤0.01%
40
835
$970 ﹤0.01%
74
836
$964 ﹤0.01%
37
837
$958 ﹤0.01%
33
+1
838
$955 ﹤0.01%
415
839
$947 ﹤0.01%
4
840
$940 ﹤0.01%
+50
841
$932 ﹤0.01%
+46
842
$924 ﹤0.01%
288
843
$922 ﹤0.01%
3
844
$918 ﹤0.01%
16
845
$908 ﹤0.01%
50
846
$904 ﹤0.01%
4
847
$851 ﹤0.01%
7
848
$813 ﹤0.01%
20
849
$810 ﹤0.01%
10
-29
850
$804 ﹤0.01%
69
+1
32 33
34
35 36