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
$332M
AUM Growth
+$73.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$40.2M
2
+$13.3M
3
+$8.28M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.1M
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$4.92M

Top Sells

1
+$1.42M
2
+$242K
3
+$203K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$164K
5
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$69.7K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.39%
25,885
+48
27
$1.19M 0.36%
13,679
+125
28
$208K 0.06%
1,304
-1
29
– –
-4,266
1
2