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 4.41%
5 Energy 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.2%
2,200
77
$249K 0.19%
5,045
-491
78
$241K 0.19%
2,015
+2
79
$240K 0.19%
4,557
-208
80
$217K 0.17%
3,768
+101
81
$216K 0.17%
1,991
-4
82
$215K 0.17%
2,042
+27
83
$212K 0.17%
2,516
+603
84
$212K 0.17%
4,985
+1,085
85
$208K 0.16%
9,150
86
$206K 0.16%
2,813
87
$199K 0.16%
1,557
-46
88
$199K 0.16%
16,417
+2
89
$193K 0.15%
2,712
90
$187K 0.15%
3,778
-133
91
$183K 0.14%
1,932
+1
92
$174K 0.14%
1,959
+466
93
$173K 0.14%
4,603
+11
94
$171K 0.13%
2,386
-51
95
$169K 0.13%
2,926
+201
96
$168K 0.13%
2,307
+14
97
$163K 0.13%
1,617
+129
98
$162K 0.13%
901
+166
99
$159K 0.12%
1,890
-344
100
$159K 0.12%
2,592
2 3
4
5 6