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
101
$156K 0.12%
1,538
-127
102
$156K 0.12%
3,709
+602
103
$156K 0.12%
+12,743
104
$155K 0.12%
2,272
105
$154K 0.12%
1,941
-398
106
$151K 0.12%
3,574
-299
107
$141K 0.11%
1,644
108
$134K 0.1%
868
109
$130K 0.1%
1,042
110
$127K 0.1%
2,314
+1,200
111
$126K 0.1%
6,667
112
$123K 0.1%
19,425
-38,500
113
$122K 0.1%
960
+400
114
$120K 0.09%
1,265
115
$120K 0.09%
1,735
116
$119K 0.09%
2,614
+1,553
117
$115K 0.09%
1,717
+34
118
$113K 0.09%
1,465
+2
119
$113K 0.09%
2,500
120
$111K 0.09%
1,385
+931
121
$111K 0.09%
4,706
+2,780
122
$109K 0.09%
1,600
-800
123
$109K 0.09%
2,302
+100
124
$109K 0.09%
3,500
125
$107K 0.08%
2,632
+1
3 4
5
6 7