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
851
$791 ﹤0.01%
48
852
$787 ﹤0.01%
7
853
$786 ﹤0.01%
31
854
$784 ﹤0.01%
4
855
$779 ﹤0.01%
12
856
$779 ﹤0.01%
110
857
$778 ﹤0.01%
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858
$768 ﹤0.01%
800
859
$767 ﹤0.01%
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860
$764 ﹤0.01%
48
+1
861
$760 ﹤0.01%
30
-5
862
$758 ﹤0.01%
2
863
$753 ﹤0.01%
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864
$744 ﹤0.01%
50
865
$744 ﹤0.01%
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+1
866
$731 ﹤0.01%
150
867
$719 ﹤0.01%
8
868
$719 ﹤0.01%
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869
$716 ﹤0.01%
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870
$715 ﹤0.01%
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$709 ﹤0.01%
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872
$706 ﹤0.01%
13
-24
873
$698 ﹤0.01%
160
874
$696 ﹤0.01%
6
-451
875
$689 ﹤0.01%
26
33 34
35
36 37