FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
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 6.6%
3 Technology 6.36%
4 Healthcare 4.41%
5 Energy 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$24K 0.02%
588
277
$24K 0.02%
715
278
$24K 0.02%
630
+1
279
$24K 0.02%
325
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280
$24K 0.02%
1,452
281
$24K 0.02%
4
+1
282
$23K 0.02%
1,120
283
$23K 0.02%
587
+535
284
$22K 0.02%
130
285
$22K 0.02%
+1,500
286
$22K 0.02%
608
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287
$22K 0.02%
572
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288
$22K 0.02%
300
289
$22K 0.02%
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290
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+600
291
$22K 0.02%
317
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292
$22K 0.02%
500
293
$22K 0.02%
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294
$21K 0.02%
300
295
$21K 0.02%
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296
$21K 0.02%
943
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297
$21K 0.02%
+250
298
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200
299
$21K 0.02%
242
300
$21K 0.02%
748
10 11
12
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