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
$1.33B
AUM Growth
+$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.84M
3
+$6.43M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.8M
5
TJX icon
TJX Companies
TJX
+$3M

Top Sells

1
+$19.1M
2
+$6.74M
3
+$5.46M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.98M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.01M

Sector Composition

1 Technology 7.4%
2 Consumer Discretionary 3.84%
3 Industrials 2.03%
4 Financials 1.64%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.65M 0.58%
85,878
+224
27
$6.13M 0.46%
14,545
+1,381
28
$6.02M 0.45%
65,237
+3,203
29
$5.85M 0.44%
112,231
30
$5.72M 0.43%
105,677
+971
31
$5.49M 0.41%
26,725
+62
32
$5.05M 0.38%
37,601
+5,246
33
$4.88M 0.37%
64,592
-4,414
34
$4.88M 0.37%
19,483
+366
35
$4.7M 0.35%
9,689
+310
36
$4.67M 0.35%
24,536
+324
37
$4.6M 0.35%
43,201
+4
38
$4.58M 0.34%
89,048
+216
39
$4.34M 0.33%
90,680
-83,875
40
$4.02M 0.3%
18,176
41
$3.96M 0.3%
38,971
42
$3.17M 0.24%
37,157
+25
43
$3.07M 0.23%
30,584
+334
44
$2.63M 0.2%
20,024
+123
45
$2.29M 0.17%
45,589
+5,458
46
$2.15M 0.16%
11,355
+951
47
$2.08M 0.16%
12,308
+4,244
48
$2.02M 0.15%
45,778
-74,081
49
$1.87M 0.14%
32,164
-94,065
50
$1.76M 0.13%
33,822
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