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
$371M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$6.91M
3
+$4.13M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$3.62M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.93M

Top Sells

1
+$6.43M
2
+$4.48M
3
+$2.36M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$1.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$902K

Sector Composition

1 Consumer Discretionary 0.3%
2 Technology 0.21%
3 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.32%
13,893
+214
27
$751K 0.2%
+10,224
28
$647K 0.17%
+7,000
29
$567K 0.15%
+1,900
30
$467K 0.12%
+2,200
31
$306K 0.08%
8,994
-131,586
32
$230K 0.06%
1,305
+1
33
$18K ﹤0.01%
+143
34
$7K ﹤0.01%
+52
35
– –
-96,915
1
2