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
126
$254K 0.05%
740
-1
127
$240K 0.04%
3,197
+70
128
$234K 0.04%
486
-112
129
$229K 0.04%
816
130
$229K 0.04%
18,353
+173
131
$228K 0.04%
1,798
-64
132
$225K 0.04%
9,344
+19
133
$220K 0.04%
+7,870
134
$218K 0.04%
3,138
135
$217K 0.04%
4,724
+40
136
$207K 0.04%
5,159
+13
137
$201K 0.04%
845
-304
138
$199K 0.04%
3,006
+18
139
$189K 0.03%
621
-299
140
$188K 0.03%
3,041
+48
141
$186K 0.03%
11,665
+315
142
$183K 0.03%
1,838
-38,872
143
$181K 0.03%
857
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144
$178K 0.03%
6,999
+141
145
$176K 0.03%
1,997
+18
146
$174K 0.03%
13,865
+10,569
147
$173K 0.03%
2,079
-202
148
$171K 0.03%
13,342
+227
149
$170K 0.03%
1,492
-130
150
$167K 0.03%
1,512
+540
4 5
6
7 8