FWM

FFT Wealth Management Portfolio holdings

AUM $525M
1-Year Est. Return 17.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$447M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$60.6M
2
+$25M
3
+$6.61M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$6.14M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.42M

Top Sells

1
+$7.58M
2
+$1.05M
3
+$967K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$225K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$151K

Sector Composition

1 Technology 0.93%
2 Financials 0.75%
3 Industrials 0.59%
4 Healthcare 0.58%
5 Real Estate 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K ﹤0.01%
+219
227
$12K ﹤0.01%
+436
228
$11K ﹤0.01%
+130
229
$11K ﹤0.01%
+59
230
$11K ﹤0.01%
+50
231
$11K ﹤0.01%
+146
232
$10K ﹤0.01%
+48
233
$10K ﹤0.01%
+40
234
$10K ﹤0.01%
+300
235
$9K ﹤0.01%
+167
236
$8K ﹤0.01%
+92
237
$8K ﹤0.01%
+261
238
$6K ﹤0.01%
+92
239
$5K ﹤0.01%
+50
240
$5K ﹤0.01%
+105
241
$4K ﹤0.01%
+372
242
$4K ﹤0.01%
+150
243
$4K ﹤0.01%
+46
244
$3K ﹤0.01%
+516
245
$3K ﹤0.01%
+200
246
$3K ﹤0.01%
+1,000
247
$2K ﹤0.01%
+38
248
– –
0
249
$0 ﹤0.01%
+25
250
– –
0
7 8 9
10
11