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
301
$20K 0.02%
1,600
302
$20K 0.02%
335
303
$20K 0.02%
130
304
$20K 0.02%
1,304
305
$20K 0.02%
1,115
306
$20K 0.02%
300
307
$20K 0.02%
269
308
$20K 0.02%
372
309
$20K 0.02%
1,950
-756
310
$20K 0.02%
320
-3
311
$20K 0.02%
169
312
$19K 0.01%
210
313
$19K 0.01%
266
314
$19K 0.01%
256
315
$19K 0.01%
133
316
$19K 0.01%
1,207
317
$19K 0.01%
700
318
$19K 0.01%
530
+410
319
$19K 0.01%
299
320
$19K 0.01%
283
321
$18K 0.01%
214
322
$18K 0.01%
155
323
$18K 0.01%
200
324
$18K 0.01%
1,001
325
$18K 0.01%
200
+92
11 12
13
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