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
$126M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
718
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.55M
3
+$1.14M
4
BX icon
Blackstone
BX
+$491K
5
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
+$479K

Top Sells

1
+$1.52M
2
+$1.19M
3
+$1.12M
4
FTNT icon
Fortinet
FTNT
+$244K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$141K

Sector Composition

1 Financials 9.96%
2 Industrials 6.59%
3 Technology 6.36%
4 Healthcare 4.36%
5 Energy 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$29K 0.02%
426
252
$29K 0.02%
1,136
253
$29K 0.02%
813
254
$29K 0.02%
571
255
$28K 0.02%
538
+50
256
$28K 0.02%
316
+119
257
$28K 0.02%
+1,097
258
$28K 0.02%
868
+700
259
$27K 0.02%
1,000
260
$27K 0.02%
2,382
261
$27K 0.02%
1,917
262
$27K 0.02%
915
263
$26K 0.02%
251
+1
264
$26K 0.02%
1,000
265
$26K 0.02%
3,500
266
$26K 0.02%
510
+1
267
$26K 0.02%
345
268
$26K 0.02%
350
269
$26K 0.02%
156
-10
270
$26K 0.02%
1,623
271
$25K 0.02%
1,221
+605
272
$25K 0.02%
551
273
$25K 0.02%
485
274
$24K 0.02%
200
275
$24K 0.02%
588
9 10
11
12 13