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
401
$11K 0.01%
736
402
$11K 0.01%
147
403
$11K 0.01%
100
404
$11K 0.01%
516
405
$11K 0.01%
100
406
$11K 0.01%
300
407
$11K 0.01%
+500
408
$11K 0.01%
406
409
$11K 0.01%
+253
410
$11K 0.01%
200
411
$11K 0.01%
106
412
$11K 0.01%
3,211
-5
413
$10K 0.01%
300
-500
414
$10K 0.01%
142
415
$10K 0.01%
127
416
$10K 0.01%
200
417
$10K 0.01%
289
418
$10K 0.01%
297
+1
419
$10K 0.01%
208
420
$10K 0.01%
238
+50
421
$10K 0.01%
432
422
$10K 0.01%
2,610
423
$10K 0.01%
+725
424
$10K 0.01%
785
425
$10K 0.01%
488
15 16
17
18 19