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
251
0
252
0
253
$0 ﹤0.01%
+6