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
351
$15K 0.01%
550
+66
352
$15K 0.01%
204
353
$15K 0.01%
1,000
354
$15K 0.01%
1,650
355
$15K 0.01%
85
+8
356
$15K 0.01%
324
357
$15K 0.01%
1,012
+2
358
$15K 0.01%
150
359
$15K 0.01%
100
360
$15K 0.01%
333
361
$15K 0.01%
200
362
$15K 0.01%
422
363
$14K 0.01%
+621
364
$14K 0.01%
1,550
-1,000
365
$14K 0.01%
309
366
$14K 0.01%
197
-147
367
$14K 0.01%
120
+49
368
$14K 0.01%
1,636
+10
369
$14K 0.01%
219
370
$14K 0.01%
100
+50
371
$14K 0.01%
1,972
372
$13K 0.01%
361
373
$13K 0.01%
+100
374
$13K 0.01%
520
375
$13K 0.01%
+213
13 14
15
16 17