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
$1.12B
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$2.9M
3
+$2.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.31M
5
AMZN icon
Amazon
AMZN
+$1.89M

Top Sells

1
+$3.32M
2
+$1.97M
3
+$1.45M
4
TSM icon
TSMC
TSM
+$1.43M
5
RMD icon
ResMed
RMD
+$1.41M

Sector Composition

1 Technology 0.27%
2 Consumer Discretionary 0.21%
3 Healthcare 0.15%
4 Communication Services 0.13%
5 Real Estate 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$235K 0.02%
1,398
52
$234K 0.02%
4,084
53
$226K 0.02%
+1,460
54
$219K 0.02%
+1,312
55
$216K 0.02%
1,265
-3,150
56
$210K 0.02%
+1,213
57
$201K 0.02%
+3,985
58
$69K 0.01%
+21,038
59
$64K 0.01%
+16,483
60
– –
-1,293
61
– –
-2,615
62
– –
-1,945
63
– –
-1,221
64
– –
-7,176
65
– –
-18,275
66
– –
-4,039
67
– –
-26,782
68
– –
-1,403
69
– –
-817
70
– –
-6,170
71
– –
-2,780
72
– –
-4,383
73
– –
-1,997
74
– –
-8,180
75
– –
-11,082
1 2
3
4 5