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
$447M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$62.1M
2
+$24.7M
3
+$6.44M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$6.28M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.53M

Top Sells

1
+$7.96M
2
+$1.05M
3
+$992K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$226K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$152K

Sector Composition

1 Technology 0.93%
2 Financials 0.74%
3 Industrials 0.59%
4 Healthcare 0.58%
5 Real Estate 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$169K 0.04%
+2,092
77
$168K 0.04%
+192
78
$167K 0.04%
+3,089
79
$164K 0.04%
+566
80
$162K 0.04%
+1,547
81
$160K 0.04%
+1,139
82
$158K 0.04%
+1,005
83
$154K 0.03%
+1,090
84
$148K 0.03%
+1,001
85
$147K 0.03%
+2,047
86
$140K 0.03%
+853
87
$139K 0.03%
+1,029
88
$137K 0.03%
+1,642
89
$135K 0.03%
+1,162
90
$135K 0.03%
+1,594
91
$132K 0.03%
+571
92
$132K 0.03%
+540
93
$130K 0.03%
+1,778
94
$128K 0.03%
+540
95
$125K 0.03%
+2,667
96
$118K 0.03%
+1,378
97
$112K 0.03%
+1,255
98
$109K 0.02%
+404
99
$109K 0.02%
+300
100
$108K 0.02%
+1,644
2 3
4
5 6