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
$258M
AUM Growth
-$5.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$971K
2
+$407K
3
+$346K
4
MLPA icon
Global X MLP ETF
MLPA
+$160K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$142K

Top Sells

1
+$2.73M
2
+$1.93M
3
+$1.64M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$913K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$893K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$205K 0.08%
1,305
-165
27
– –
-13,899
28
– –
-18,117
29
– –
-22,752
1
2