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
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$13.1M
3
+$11.2M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$9.28M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$7.76M

Top Sells

No sells this quarter

Sector Composition

1 Energy 8.34%
2 Consumer Discretionary 5.05%
3 Financials 1.22%
4 Communication Services 0.65%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$252K 0.2%
+7,951
52
$248K 0.2%
+6,540
53
$243K 0.2%
+6,240
54
$229K 0.18%
+3,792
55
$206K 0.17%
+1,569
56
$202K 0.16%
+12,000
57
$201K 0.16%
+1,636
58
$145K 0.12%
+8,590
59
$99K 0.08%
+4,161
60
$93K 0.07%
+14,911
61
$82K 0.07%
+667
62
$74K 0.06%
+15,803
1 2
3