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
526
$4K ﹤0.01%
121
527
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920
528
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183
529
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530
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78
531
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532
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533
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534
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+2
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+250
536
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14
537
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81
538
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539
$4K ﹤0.01%
+360
540
$4K ﹤0.01%
125
541
$4K ﹤0.01%
18
542
$4K ﹤0.01%
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543
$4K ﹤0.01%
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544
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545
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546
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500
547
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+137
548
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51
549
$4K ﹤0.01%
108
+1
550
$3K ﹤0.01%
300
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