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FWM

FFT Wealth Management Portfolio holdings

AUM $552M
1-Year Est. Return 16.82%
This Fund
S&P 500
This Quarter Est. Return
+4.41%
1 Year Est. Return
+16.82%
3 Year Est. Return
+53.4%
5 Year Est. Return
+49.63%
10 Year Est. Return
+138.41%
AUM
$254M
AUM Growth
+$23.1M
Cap. Flow
+$15.8M
Cap. Flow %
6.24%
Top 10 Hldgs %
71.59%
Holding
68
New
5
Increased
18
Reduced
16
Closed
4

Top Buys

1
EFA icon
iShares MSCI EAFE ETF
EFA
+$6.01M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.32M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.79M
4
RDN icon
Radian Group
RDN
+$780K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$660K

Top Sells

1
DWX icon
State Street SPDR S&P International Dividend ETF
DWX
+$305K
2
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$272K
3
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$214K
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$206K
5
TSM icon
TSMC
TSM
+$201K

Sector Composition

1 Energy 4.73%
2 Consumer Discretionary 2.45%
3 Financials 1%
4 Communication Services 0.44%
5 Technology 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLMN icon
51
Bloomin' Brands
BLMN
$734M
$337K 0.13%
19,503
+4,033
+26% +$74.7K
SEMG
52
DELISTED
SEMGROUP CORPORATION
SEMG
$289K 0.11%
9,091
– –
TLK icon
53
Telkom Indonesia
TLK
$14.1B
$280K 0.11%
9,042
– –
XLE icon
54
State Street Energy Select Sector SPDR ETF
XLE
$37.8B
$257K 0.1%
7,688
+50
+0.7% +$1.65K
BSMX
55
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
$239K 0.09%
25,794
– –
WFC icon
56
Wells Fargo
WFC
$267B
$234K 0.09%
5,000
– –
IBM icon
57
IBM
IBM
$206B
$229K 0.09%
1,569
– –
GOOGL icon
58
Alphabet (Google) Class A
GOOGL
$4.33T
$221K 0.09%
6,240
– –
GOOG icon
59
Alphabet (Google) Class C
GOOG
$4.32T
$218K 0.09%
6,260
– –
MSFT icon
60
Microsoft
MSFT
$2.98T
$206K 0.08%
+4,000
New +$208K
PICK icon
61
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.13B
$171K 0.07%
8,590
– –
BAC icon
62
Bank of America
BAC
$432B
$169K 0.07%
13,000
– –
SAN icon
63
Banco Santander
SAN
$195B
$94K 0.04%
26,238
– –
TCS
64
DELISTED
THE CONTAINER STORE GROUP, INC.
TCS
$53K 0.02%
667
– –
AA icon
65
Alcoa
AA
$12.4B
– –
-4,161
Closed -$96K
DEM icon
66
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.87B
– –
-7,804
Closed -$272K
DWX icon
67
State Street SPDR S&P International Dividend ETF
DWX
$521M
– –
-8,690
Closed -$305K
IEI icon
68
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
– –
-1,636
Closed -$206K
1 2
3

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SVCM
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LF
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DCM
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CA
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TC
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BT
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TPA
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