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
$716M
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$2.67M
3
+$2.35M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$1.12M

Top Sells

1
+$36.4M
2
+$19.2M
3
+$18.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17M
5
AMLP icon
Alerian MLP ETF
AMLP
+$16.2M

Sector Composition

1 Technology 0.7%
2 Healthcare 0.65%
3 Financials 0.48%
4 Consumer Discretionary 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$336K 0.05%
+2,500
52
$336K 0.05%
+14,486
53
$332K 0.05%
+6,161
54
$331K 0.05%
+5,799
55
$331K 0.05%
+3,843
56
$322K 0.05%
+1,408
57
$303K 0.04%
+2,690
58
$303K 0.04%
+361
59
$298K 0.04%
+1,946
60
$293K 0.04%
+12,026
61
$277K 0.04%
+1,867
62
$276K 0.04%
+3,964
63
$270K 0.04%
+3,150
64
$269K 0.04%
+2,775
65
$265K 0.04%
+1,832
66
$261K 0.04%
+2,607
67
$260K 0.04%
+3,088
68
$249K 0.03%
6,815
-444,666
69
$249K 0.03%
1,161
-203
70
$241K 0.03%
+11,575
71
$232K 0.03%
+719
72
$230K 0.03%
+913
73
$226K 0.03%
+10,100
74
$225K 0.03%
+1,113
75
$222K 0.03%
+916
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3
4 5