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
$447M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$62.1M
2
+$24.7M
3
+$6.44M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$6.28M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.53M

Top Sells

1
+$7.96M
2
+$1.05M
3
+$992K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$226K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$152K

Sector Composition

1 Technology 0.93%
2 Financials 0.74%
3 Industrials 0.59%
4 Healthcare 0.58%
5 Real Estate 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$478K 0.11%
9,275
+65
27
$478K 0.11%
+3,090
28
$468K 0.1%
+10,362
29
$449K 0.1%
+10,898
30
$440K 0.1%
17,457
31
$404K 0.09%
+1,268
32
$403K 0.09%
+7,062
33
$396K 0.09%
+6,090
34
$387K 0.09%
+8,120
35
$385K 0.09%
+1,749
36
$364K 0.08%
+1,891
37
$359K 0.08%
+6,783
38
$354K 0.08%
1,305
39
$318K 0.07%
10,151
+12
40
$303K 0.07%
+1,381
41
$303K 0.07%
+801
42
$302K 0.07%
+1,317
43
$300K 0.07%
+2,142
44
$294K 0.07%
+2,090
45
$290K 0.06%
+2,148
46
$281K 0.06%
+867
47
$281K 0.06%
+1,524
48
$280K 0.06%
+3,982
49
$278K 0.06%
+943
50
$264K 0.06%
+1,386
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