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
351
$15K 0.01%
204
352
$15K 0.01%
1,000
353
$15K 0.01%
1,650
354
$15K 0.01%
85
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355
$15K 0.01%
324
356
$15K 0.01%
1,012
+2
357
$15K 0.01%
150
358
$15K 0.01%
100
359
$15K 0.01%
333
360
$15K 0.01%
200
361
$15K 0.01%
422
362
$14K 0.01%
+621
363
$14K 0.01%
1,550
-1,000
364
$14K 0.01%
309
365
$14K 0.01%
197
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366
$14K 0.01%
120
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367
$14K 0.01%
1,636
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368
$14K 0.01%
219
369
$14K 0.01%
100
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370
$14K 0.01%
1,972
371
$13K 0.01%
361
372
$13K 0.01%
+100
373
$13K 0.01%
520
374
$13K 0.01%
+213
375
$13K 0.01%
240
13 14
15
16 17