FWM

FFT Wealth Management Portfolio holdings

AUM $545M
1-Year Est. Return 15.87%
This Quarter Est. Return
1 Year Est. Return
+15.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$5.38M
3
+$1.82M
4
RDN icon
Radian Group
RDN
+$702K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$663K

Top Sells

1
+$305K
2
+$272K
3
+$216K
4
TSM icon
TSMC
TSM
+$212K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$206K

Sector Composition

1 Energy 4.73%
2 Consumer Discretionary 2.45%
3 Financials 1%
4 Communication Services 0.44%
5 Technology 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.45%
107,364
+66,292
27
$991K 0.39%
9,280
+662
28
$943K 0.37%
28,983
-2,812
29
$834K 0.33%
10,677
-1,687
30
$825K 0.33%
11,924
31
$752K 0.3%
28,062
-5,169
32
$712K 0.28%
17,297
+10,132
33
$657K 0.26%
+39,458
34
$653K 0.26%
29,558
35
$585K 0.23%
+9,542
36
$537K 0.21%
14,200
37
$508K 0.2%
3,331
+313
38
$507K 0.2%
18,181
39
$493K 0.19%
10,397
-2,616
40
$474K 0.19%
14,433
-3,720
41
$449K 0.18%
8,456
42
$441K 0.17%
15,779
+200
43
$432K 0.17%
2,053
44
$424K 0.17%
+4,978
45
$417K 0.16%
6,399
+3,014
46
$410K 0.16%
16,200
-427
47
$408K 0.16%
+13,270
48
$394K 0.16%
4,000
49
$386K 0.15%
8,546
50
$346K 0.14%
13,135
-8,049
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