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
151
$77K 0.06%
1,925
+989
152
$77K 0.06%
1,432
+15
153
$76K 0.06%
2,976
+16
154
$75K 0.06%
3,622
155
$75K 0.06%
1,733
-60
156
$73K 0.06%
1,692
+9
157
$71K 0.06%
1,265
+1
158
$71K 0.06%
3,217
+1,300
159
$70K 0.05%
+3,103
160
$70K 0.05%
1,272
+2
161
$69K 0.05%
953
+317
162
$69K 0.05%
300
163
$68K 0.05%
1,135
+615
164
$66K 0.05%
717
165
$59K 0.05%
1,689
166
$58K 0.05%
600
167
$57K 0.04%
1,685
-507
168
$57K 0.04%
2,150
+365
169
$57K 0.04%
1,461
170
$57K 0.04%
22,500
171
$56K 0.04%
1,189
-28
172
$55K 0.04%
3,939
+36
173
$53K 0.04%
707
174
$53K 0.04%
1,005
+400
175
$53K 0.04%
849
+238
5 6
7
8 9