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
626
$1K ﹤0.01%
39
627
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47
628
$1K ﹤0.01%
55
629
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15
630
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20
631
$1K ﹤0.01%
+110
632
$1K ﹤0.01%
100
633
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66
634
– –
0
635
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7
636
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80
-120
637
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26
638
$1K ﹤0.01%
9
639
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640
$1K ﹤0.01%
4
641
$1K ﹤0.01%
+36
642
$1K ﹤0.01%
+6
643
$1K ﹤0.01%
120
644
$1K ﹤0.01%
16
645
$1K ﹤0.01%
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646
$1K ﹤0.01%
75
647
$1K ﹤0.01%
100
648
$1K ﹤0.01%
50
649
$1K ﹤0.01%
35
650
$1K ﹤0.01%
62
24 25
26
27 28