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
376
$13K 0.01%
1,500
377
$13K 0.01%
279
378
$13K 0.01%
159
379
$13K 0.01%
318
380
$13K 0.01%
150
-165
381
$13K 0.01%
+200
382
$13K 0.01%
75
383
$12K 0.01%
235
384
$12K 0.01%
469
385
$12K 0.01%
95
+43
386
$12K 0.01%
427
387
$12K 0.01%
1,050
388
$12K 0.01%
216
389
$12K 0.01%
63
390
$12K 0.01%
620
391
$12K 0.01%
1,000
392
$12K 0.01%
1,000
393
$12K 0.01%
840
394
$12K 0.01%
80
395
$11K 0.01%
175
396
$11K 0.01%
406
397
$11K 0.01%
+253
398
$11K 0.01%
200
399
$11K 0.01%
893
400
$11K 0.01%
440
14 15
16
17 18