FWM
FFT Wealth Management Portfolio holdings
AUM
$509M
1-Year Return
14.5%
This Quarter Return
+0.14%
1 Year Return
+14.5%
3 Year Return
+56.27%
5 Year Return
+88.11%
10 Year Return
–
AUM
$124M
AUM Growth
–
Cap. Flow
+$124M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
68.1%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$17.3M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$13.1M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$11.2M |
| 4 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$9.28M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$7.76M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 8.34% |
| 2 | Consumer Discretionary | 5.05% |
| 3 | Financials | 1.22% |
| 4 | Communication Services | 0.65% |
| 5 | Industrials | 0.35% |
