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
$805M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$4.5M
3
+$4.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.41M
5
VTV icon
Vanguard Value ETF
VTV
+$2.17M

Top Sells

1
+$24.2M
2
+$22.1M
3
+$2.51M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.84M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.2M

Sector Composition

1 Technology 0.87%
2 Healthcare 0.62%
3 Financials 0.5%
4 Consumer Discretionary 0.37%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$377K 0.05%
4,288
+1,280
52
$356K 0.04%
5,910
+111
53
$351K 0.04%
1,229
54
$350K 0.04%
9,298
+1,100
55
$346K 0.04%
1,418
-214
56
$346K 0.04%
+5,285
57
$346K 0.04%
12,385
-1,635
58
$345K 0.04%
3,917
+213
59
$344K 0.04%
3,305
-695
60
$340K 0.04%
7,308
-506
61
$337K 0.04%
2,745
+29
62
$330K 0.04%
2,130
63
$330K 0.04%
992
+18
64
$326K 0.04%
1,461
+98
65
$326K 0.04%
1,959
-28
66
$314K 0.04%
934
+18
67
$311K 0.04%
2,018
+10
68
$307K 0.04%
3,659
+77
69
$303K 0.04%
987
+74
70
$301K 0.04%
1,754
+129
71
$290K 0.04%
2,607
72
$285K 0.04%
10,100
73
$284K 0.04%
14,672
+835
74
$283K 0.04%
1,707
+22
75
$282K 0.04%
+2,873
1 2
3
4 5