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
876
$679 ﹤0.01%
28
877
$679 ﹤0.01%
4
878
$663 ﹤0.01%
14
879
$656 ﹤0.01%
16
880
$645 ﹤0.01%
300
881
$644 ﹤0.01%
14
882
$587 ﹤0.01%
203
883
$578 ﹤0.01%
125
+25
884
$568 ﹤0.01%
200
885
$554 ﹤0.01%
163
886
$554 ﹤0.01%
20
887
$535 ﹤0.01%
6
-75
888
$511 ﹤0.01%
10
889
$510 ﹤0.01%
30
890
$510 ﹤0.01%
2,550
891
$507 ﹤0.01%
3
892
$501 ﹤0.01%
11
893
$498 ﹤0.01%
5
894
$493 ﹤0.01%
316
+5
895
$484 ﹤0.01%
30
896
$481 ﹤0.01%
6
897
$473 ﹤0.01%
47
+1
898
$468 ﹤0.01%
159
899
$467 ﹤0.01%
27
900
$465 ﹤0.01%
7
34 35
36
37 38