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
$291M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.9M
3
+$2.04M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$1.62M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$771K

Top Sells

1
+$3.27M
2
+$3.04M
3
+$1.16M
4
AMZN icon
Amazon
AMZN
+$1.1M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.06M

Sector Composition

1 Consumer Discretionary 0%
2 Financials 0%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-10,000
27
– –
-7,000
28
– –
-2,200
29
– –
-10,000
30
– –
-1,900
31
– –
-22,200
1
2