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
276
$24K 0.02%
715
277
$24K 0.02%
630
+1
278
$24K 0.02%
325
+38
279
$24K 0.02%
1,452
280
$24K 0.02%
4
+1
281
$23K 0.02%
1,120
282
$23K 0.02%
587
+535
283
$22K 0.02%
130
284
$22K 0.02%
+1,500
285
$22K 0.02%
608
+4
286
$22K 0.02%
572
+4
287
$22K 0.02%
300
288
$22K 0.02%
1,200
289
$22K 0.02%
+600
290
$22K 0.02%
317
+52
291
$22K 0.02%
500
292
$22K 0.02%
1,056
293
$21K 0.02%
+250
294
$21K 0.02%
200
295
$21K 0.02%
741
296
$21K 0.02%
242
297
$21K 0.02%
200
298
$21K 0.02%
943
-44
299
$21K 0.02%
429
300
$21K 0.02%
300
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