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
$478M
AUM Growth
-$849M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$14.8M
3
+$12.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.32M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$2.33M

Top Sells

1
+$502M
2
+$98.9M
3
+$73.5M
4
AKAM icon
Akamai
AKAM
+$59M
5
TJX icon
TJX Companies
TJX
+$31.5M

Sector Composition

1 Industrials 5.17%
2 Technology 4.09%
3 Communication Services 3.94%
4 Financials 3.48%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.02M 0.84%
9,368
-321
27
$3.66M 0.77%
72,066
-18,614
28
$3.66M 0.77%
88,970
-78
29
$3.05M 0.64%
30,715
+131
30
$2.7M 0.56%
17,435
+6,080
31
$2.54M 0.53%
19,400
-624
32
$2.37M 0.5%
36,320
-837
33
$2.33M 0.49%
13,507
+1,199
34
$2.33M 0.49%
+38,570
35
$2.2M 0.46%
48,545
+2,767
36
$1.74M 0.37%
3,276
+2,620
37
$1.74M 0.36%
33,074
-79
38
$1.65M 0.35%
33,822
39
$1.63M 0.34%
30,183
+2,844
40
$1.54M 0.32%
1,869
+1,398
41
$1.5M 0.31%
29,942
+210
42
$1.42M 0.3%
4,058
+477
43
$1.31M 0.27%
13,724
+517
44
$1.31M 0.27%
22,019
-10,145
45
$1.25M 0.26%
+9,693
46
$1.15M 0.24%
2,096
-637
47
$1.14M 0.24%
19,364
+10,007
48
$1.07M 0.22%
11,515
+821
49
$1.07M 0.22%
+18,123
50
$1.02M 0.21%
20,540
-25,049
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