FWM

Focused Wealth Management Portfolio holdings

AUM $957M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
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
+$1.87M
2
+$1.49M
3
+$1.04M
4
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
+$475K
5
BX icon
Blackstone
BX
+$461K

Top Sells

1
+$1.45M
2
+$1.19M
3
+$1.07M
4
FTNT icon
Fortinet
FTNT
+$172K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$135K

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
376
$13K 0.01%
318
377
$13K 0.01%
150
-165
378
$13K 0.01%
+200
379
$13K 0.01%
+100
380
$13K 0.01%
1,500
381
$13K 0.01%
279
382
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159
383
$13K 0.01%
75
384
$12K 0.01%
95
+43
385
$12K 0.01%
427
386
$12K 0.01%
1,050
387
$12K 0.01%
216
388
$12K 0.01%
63
389
$12K 0.01%
1,000
390
$12K 0.01%
840
391
$12K 0.01%
80
392
$12K 0.01%
620
393
$12K 0.01%
235
394
$12K 0.01%
469
395
$12K 0.01%
1,000
396
$11K 0.01%
175
397
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893
398
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440
399
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331
+1
400
$11K 0.01%
1,407
14 15
16
17 18