FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 18.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.89%
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 6.6%
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%
440
402
$11K 0.01%
331
+1
403
$11K 0.01%
1,407
404
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736
405
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147
406
$11K 0.01%
100
407
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516
408
$11K 0.01%
106
409
$11K 0.01%
100
410
$11K 0.01%
300
411
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+500
412
$11K 0.01%
3,211
-5
413
$10K 0.01%
300
-500
414
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142
415
$10K 0.01%
785
416
$10K 0.01%
488
417
$10K 0.01%
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418
$10K 0.01%
100
419
$10K 0.01%
127
420
$10K 0.01%
200
421
$10K 0.01%
289
422
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297
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423
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208
424
$10K 0.01%
238
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425
$10K 0.01%
432
15 16
17
18 19