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
201
$42K 0.03%
570
202
$42K 0.03%
4
203
$41K 0.03%
924
204
$39K 0.03%
529
205
$39K 0.03%
1,144
206
$38K 0.03%
803
207
$38K 0.03%
+500
208
$38K 0.03%
315
209
$37K 0.03%
775
+41
210
$37K 0.03%
1,004
+2
211
$37K 0.03%
229
+150
212
$37K 0.03%
383
+2
213
$36K 0.03%
1,100
+1,000
214
$36K 0.03%
1,793
215
$35K 0.03%
432
-23
216
$35K 0.03%
2,259
+2
217
$35K 0.03%
+1,628
218
$35K 0.03%
926
+353
219
$35K 0.03%
1,170
+6
220
$35K 0.03%
2,400
221
$35K 0.03%
813
+337
222
$35K 0.03%
150
+50
223
$35K 0.03%
425
224
$35K 0.03%
+500
225
$34K 0.03%
535
+300
7 8
9
10 11