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
326
$18K 0.01%
1,866
327
$18K 0.01%
+500
328
$18K 0.01%
400
329
$18K 0.01%
408
330
$18K 0.01%
377
331
$18K 0.01%
1,126
332
$17K 0.01%
359
+3
333
$17K 0.01%
615
334
$17K 0.01%
147
+47
335
$17K 0.01%
500
336
$17K 0.01%
500
337
$17K 0.01%
2,000
338
$16K 0.01%
200
339
$16K 0.01%
400
+145
340
$16K 0.01%
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341
$16K 0.01%
+200
342
$16K 0.01%
250
343
$16K 0.01%
753
344
$16K 0.01%
+400
345
$16K 0.01%
1,207
346
$16K 0.01%
192
-20
347
$16K 0.01%
418
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348
$16K 0.01%
+500
349
$16K 0.01%
175
350
$15K 0.01%
550
+66
12 13
14
15 16