FWM
FFT Wealth Management Portfolio holdings
AUM
$509M
1-Year Return
14.5%
This Quarter Return
+3.4%
1 Year Return
+14.5%
3 Year Return
+56.27%
5 Year Return
+88.11%
10 Year Return
–
AUM
$235M
AUM Growth
-$77.9M
(-25%)
Cap. Flow
-$86.2M
Cap. Flow
% of AUM
-36.64%
Top 10 Holdings %
Top 10 Hldgs %
76.28%
Holding
91
New
–
Increased
6
Reduced
17
Closed
61
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$12.3M |
| 2 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$12.2M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$7.54M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$5.96M |
| 5 |
HSNI
HSN, Inc.
HSNI
|
$5.17M |
Sector Composition
| 1 | Communication Services | 0% |
| 2 | Consumer Discretionary | 0% |
| 3 | Consumer Staples | 0% |
| 4 | Energy | 0% |
| 5 | Financials | 0% |
