FWM
FFT Wealth Management Portfolio holdings
AUM
$509M
1-Year Return
14.5%
This Quarter Return
+0.5%
1 Year Return
+14.5%
3 Year Return
+56.27%
5 Year Return
+88.11%
10 Year Return
–
AUM
$270M
AUM Growth
+$14.7M
(+5.8%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
5.5%
Top 10 Holdings %
Top 10 Hldgs %
74.16%
Holding
37
New
4
Increased
14
Reduced
13
Closed
3
Top Buys
| 1 |
Global X MLP ETF
MLPA
|
$11.6M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$4.63M |
| 3 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$3.22M |
| 4 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$2.86M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.17M |
Top Sells
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$6.94M |
| 2 |
SPDR S&P International Dividend ETF
DWX
|
$1.77M |
| 3 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$1.35M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$647K |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$584K |
