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
401
$11K 0.01%
331
+1
402
$11K 0.01%
1,407
403
$11K 0.01%
736
404
$11K 0.01%
147
405
$11K 0.01%
100
406
$11K 0.01%
516
407
$11K 0.01%
106
408
$11K 0.01%
100
409
$11K 0.01%
300
410
$11K 0.01%
+500
411
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3,211
-5
412
$10K 0.01%
300
-500
413
$10K 0.01%
142
414
$10K 0.01%
785
415
$10K 0.01%
488
416
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417
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100
418
$10K 0.01%
127
419
$10K 0.01%
200
420
$10K 0.01%
289
421
$10K 0.01%
297
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422
$10K 0.01%
208
423
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238
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424
$10K 0.01%
432
425
$10K 0.01%
2,610
15 16
17
18 19