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
$716M
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$2.67M
3
+$2.35M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$1.12M

Top Sells

1
+$36.4M
2
+$19.2M
3
+$18.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17M
5
AMLP icon
Alerian MLP ETF
AMLP
+$16.2M

Sector Composition

1 Technology 0.7%
2 Healthcare 0.65%
3 Financials 0.48%
4 Consumer Discretionary 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 0.31%
19,817
+8,202
27
$1.88M 0.26%
8,051
+5,412
28
$1.2M 0.17%
12,530
+7,130
29
$1.12M 0.16%
+150,000
30
$688K 0.1%
+20,402
31
$647K 0.09%
4,682
-848
32
$611K 0.09%
2,150
+1,429
33
$544K 0.08%
+18,422
34
$519K 0.07%
9,066
35
$493K 0.07%
+1,846
36
$476K 0.07%
+942
37
$471K 0.07%
10,953
38
$466K 0.07%
+2,957
39
$435K 0.06%
+922
40
$403K 0.06%
+14,230
41
$398K 0.06%
+5,345
42
$380K 0.05%
3,705
-2,255
43
$379K 0.05%
3,940
+540
44
$376K 0.05%
+10,001
45
$351K 0.05%
+1,275
46
$348K 0.05%
2,130
+865
47
$343K 0.05%
1,632
48
$340K 0.05%
1,998
-25
49
$338K 0.05%
+1,314
50
$338K 0.05%
7,774
+39
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