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
$447M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$62.1M
2
+$24.7M
3
+$6.44M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$6.28M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.53M

Top Sells

1
+$7.96M
2
+$1.05M
3
+$992K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$226K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$152K

Sector Composition

1 Technology 0.93%
2 Financials 0.74%
3 Industrials 0.59%
4 Healthcare 0.58%
5 Real Estate 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$257K 0.06%
+1,973
52
$247K 0.06%
+3,170
53
$240K 0.05%
4,084
54
$238K 0.05%
+1,500
55
$235K 0.05%
+1,186
56
$232K 0.05%
+579
57
$225K 0.05%
+3,951
58
$224K 0.05%
+3,346
59
$222K 0.05%
1,398
60
$219K 0.05%
+1,273
61
$214K 0.05%
+1,722
62
$206K 0.05%
+990
63
$200K 0.04%
+1,351
64
$200K 0.04%
+1,425
65
$193K 0.04%
+1,666
66
$190K 0.04%
+958
67
$190K 0.04%
+618
68
$188K 0.04%
+1,248
69
$186K 0.04%
+876
70
$185K 0.04%
+949
71
$183K 0.04%
+1,213
72
$179K 0.04%
+3,189
73
$174K 0.04%
+2,758
74
$171K 0.04%
+484
75
$170K 0.04%
+1,712
1 2
3
4 5