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
$1.06B
AUM Growth
+$612M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$93.5M
2
+$76.7M
3
+$67.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$65.1M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$49.2M

Top Sells

1
+$193K
2
+$190K
3
+$190K
4
DLR icon
Digital Realty Trust
DLR
+$188K
5
CME icon
CME Group
CME
+$186K

Sector Composition

1 Healthcare 1.35%
2 Technology 0.88%
3 Financials 0.41%
4 Consumer Discretionary 0.29%
5 Industrials 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$462K 0.04%
10,362
52
$457K 0.04%
12,951
53
$432K 0.04%
17,457
54
$423K 0.04%
1,289
+21
55
$419K 0.04%
1,833
-214
56
$401K 0.04%
7,176
+114
57
$397K 0.04%
8,180
+60
58
$377K 0.04%
+2,402
59
$376K 0.04%
6,908
+125
60
$369K 0.03%
1,920
+29
61
$358K 0.03%
1,305
62
$351K 0.03%
6,170
+80
63
$348K 0.03%
1,777
+28
64
$347K 0.03%
2,484
+336
65
$338K 0.03%
866
+287
66
$321K 0.03%
2,123
+33
67
$317K 0.03%
10,157
+6
68
$309K 0.03%
1,335
+18
69
$298K 0.03%
1,403
+22
70
$294K 0.03%
880
+13
71
$282K 0.03%
817
+16
72
$281K 0.03%
4,039
+57
73
$276K 0.03%
1,411
+25
74
$266K 0.03%
2,005
-137
75
$266K 0.03%
1,543
+19
1 2
3
4 5