FWM
FFT Wealth Management Portfolio holdings
AUM
$509M
1-Year Return
14.5%
This Quarter Return
+1.24%
1 Year Return
+14.5%
3 Year Return
+56.27%
5 Year Return
+88.11%
10 Year Return
–
AUM
$313M
AUM Growth
-$2.24M
(-0.71%)
Cap. Flow
-$5.28M
Cap. Flow
% of AUM
-1.69%
Top 10 Holdings %
Top 10 Hldgs %
59.85%
Holding
101
New
12
Increased
26
Reduced
19
Closed
10
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$12.3M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
$2.94M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
$2.3M |
| 4 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
$1.69M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$827K |
Top Sells
Sector Composition
| 1 | Energy | 3.71% |
| 2 | Consumer Discretionary | 2.19% |
| 3 | Financials | 1.09% |
| 4 | Healthcare | 0.77% |
| 5 | Communication Services | 0.31% |
