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
$305M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$445K
2
+$317K
3
+$212K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$2.82K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.91K

Top Sells

1
+$4.9M
2
+$2.39M
3
+$1.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.2M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$771K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$212K 0.07%
+1,398
27
– –
-5,463
1
2