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
$263M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$7.3M
2
+$6.22M
3
+$2.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.44M
5
MLPA icon
Global X MLP ETF
MLPA
+$1.19M

Top Sells

1
+$6.36M
2
+$3.07M
3
+$1.32M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.31M
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$1.01M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$330K 0.12%
22,752
-14,293
27
$315K 0.12%
13,899
-57,725
28
$233K 0.09%
4,251
+13
29
$222K 0.08%
+1,470
30
– –
-25,637
31
– –
-1,050
32
– –
-10,614
33
– –
-3,682
1
2