FWM

FFT Wealth Management Portfolio holdings

AUM $525M
1-Year Est. Return 17.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.75%
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
+$426K
2
+$318K
3
+$202K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$2.84K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.91K

Top Sells

1
+$4.61M
2
+$2.37M
3
+$1.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.16M
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