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
$1.33B
AUM Growth
+$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.84M
3
+$6.43M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.8M
5
TJX icon
TJX Companies
TJX
+$3M

Top Sells

1
+$19.1M
2
+$6.74M
3
+$5.46M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.98M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.01M

Sector Composition

1 Technology 7.4%
2 Consumer Discretionary 3.84%
3 Industrials 2.03%
4 Financials 1.64%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.12%
17,091
-1,025
52
$1.52M 0.11%
33,153
+21
53
$1.44M 0.11%
2,733
+81
54
$1.43M 0.11%
27,339
+16,604
55
$1.33M 0.1%
29,732
+277
56
$1.22M 0.09%
13,207
+5,335
57
$1.18M 0.09%
1,109
+102
58
$1.13M 0.09%
3,581
+1,030
59
$1.12M 0.08%
1,787
+528
60
$1.09M 0.08%
10,694
+6,238
61
$1.06M 0.08%
9,131
+99
62
$987K 0.07%
21,596
63
$859K 0.06%
2,126
+237
64
$833K 0.06%
4,834
+18
65
$833K 0.06%
3,594
+1,051
66
$824K 0.06%
9,377
+3,749
67
$801K 0.06%
11,753
68
$801K 0.06%
11,460
+41
69
$764K 0.06%
12,674
+2,600
70
$758K 0.06%
3,300
+676
71
$743K 0.06%
27,898
+8,768
72
$736K 0.06%
1,456
+168
73
$732K 0.06%
1,150
+15
74
$692K 0.05%
12,478
75
$684K 0.05%
11,334
+870
1 2
3
4 5