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
476
$7K 0.01%
80
477
$7K 0.01%
151
478
$6K ﹤0.01%
150
479
$6K ﹤0.01%
67
480
$6K ﹤0.01%
+257
481
$6K ﹤0.01%
236
482
$6K ﹤0.01%
152
+1
483
$6K ﹤0.01%
92
484
$6K ﹤0.01%
681
+3
485
$6K ﹤0.01%
100
486
$6K ﹤0.01%
+200
487
$6K ﹤0.01%
163
488
$6K ﹤0.01%
12,000
489
$6K ﹤0.01%
110
490
$6K ﹤0.01%
200
491
$6K ﹤0.01%
633
+1
492
$6K ﹤0.01%
300
493
$6K ﹤0.01%
100
494
$6K ﹤0.01%
180
495
$6K ﹤0.01%
130
496
$6K ﹤0.01%
268
-200
497
$6K ﹤0.01%
+210
498
$6K ﹤0.01%
152
499
$6K ﹤0.01%
145
-27
500
$6K ﹤0.01%
362
18 19
20
21 22