FWM

Focused Wealth Management Portfolio holdings

AUM $924M
1-Year Est. Return 19.03%
This Quarter Est. Return
1 Year Est. Return
+19.03%
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 6.59%
3 Technology 6.36%
4 Healthcare 4.36%
5 Energy 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4K ﹤0.01%
183
527
$4K ﹤0.01%
131
528
$4K ﹤0.01%
78
529
$4K ﹤0.01%
163
530
$4K ﹤0.01%
+100
531
$4K ﹤0.01%
112
532
$4K ﹤0.01%
92
+2
533
$4K ﹤0.01%
+250
534
$4K ﹤0.01%
14
535
$4K ﹤0.01%
81
536
$4K ﹤0.01%
87
537
$4K ﹤0.01%
+360
538
$4K ﹤0.01%
+100
539
$4K ﹤0.01%
125
540
$4K ﹤0.01%
18
541
$4K ﹤0.01%
+200
542
$4K ﹤0.01%
333
543
$4K ﹤0.01%
358
544
$4K ﹤0.01%
193
545
$4K ﹤0.01%
500
546
$4K ﹤0.01%
+137
547
$4K ﹤0.01%
51
548
$4K ﹤0.01%
108
+1
549
$3K ﹤0.01%
300
550
$3K ﹤0.01%
100
20 21
22
23 24