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
$1.12B
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$2.9M
3
+$2.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.31M
5
AMZN icon
Amazon
AMZN
+$1.89M

Top Sells

1
+$3.32M
2
+$1.97M
3
+$1.45M
4
TSM icon
TSMC
TSM
+$1.43M
5
RMD icon
ResMed
RMD
+$1.41M

Sector Composition

1 Technology 0.27%
2 Consumer Discretionary 0.21%
3 Healthcare 0.15%
4 Communication Services 0.13%
5 Real Estate 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.01M 0.36%
32,709
+229
27
$1.94M 0.17%
7,457
28
$1.89M 0.17%
+11,340
29
$1.21M 0.11%
+9,066
30
$1.18M 0.11%
2,577
31
$1.08M 0.1%
9,327
+8
32
$1.02M 0.09%
+5,740
33
$783K 0.07%
2,329
+355
34
$703K 0.06%
+2,404
35
$681K 0.06%
+4,700
36
$497K 0.04%
9,692
+39
37
$492K 0.04%
+3,400
38
$470K 0.04%
+27,374
39
$470K 0.04%
17,457
40
$469K 0.04%
10,362
41
$464K 0.04%
2,931
-865
42
$462K 0.04%
13,204
+253
43
$439K 0.04%
+1,295
44
$415K 0.04%
+1,042
45
$399K 0.04%
1,305
46
$317K 0.03%
5,000
-1,908
47
$315K 0.03%
10,168
+11
48
$288K 0.03%
+2,933
49
$259K 0.02%
+721
50
$255K 0.02%
32,429
-422,098
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