FWM

Focused Wealth Management Portfolio holdings

AUM $942M
1-Year Est. Return 19.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.16%
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
476
$7K 0.01%
80
477
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$6K ﹤0.01%
+257
479
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482
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681
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100
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487
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489
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12,000
490
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491
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+1
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499
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500
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145
-27
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