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
126
$103K 0.08%
89,891
127
$102K 0.08%
1,163
+2
128
$102K 0.08%
1,763
+106
129
$101K 0.08%
7,200
130
$98K 0.08%
976
+1
131
$95K 0.07%
1,102
-49
132
$95K 0.07%
2,770
+2,296
133
$95K 0.07%
1,159
+354
134
$94K 0.07%
2,300
+18
135
$92K 0.07%
715
-58
136
$91K 0.07%
1,000
137
$91K 0.07%
11,451
-1,000
138
$89K 0.07%
1,023
+217
139
$87K 0.07%
1,563
+1,090
140
$84K 0.07%
818
+524
141
$84K 0.07%
852
-39
142
$83K 0.06%
2,868
-705
143
$82K 0.06%
1,011
+3
144
$81K 0.06%
4,690
+31
145
$81K 0.06%
3,353
146
$81K 0.06%
1,819
+2
147
$80K 0.06%
5,179
+25
148
$79K 0.06%
3,001
+3
149
$78K 0.06%
1,404
+8
150
$77K 0.06%
618
4 5
6
7 8