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
76
$219K 0.03%
+3,038
77
$219K 0.03%
+3,582
78
$218K 0.03%
+1,166
79
$217K 0.03%
+8,309
80
$216K 0.03%
+960
81
$216K 0.03%
+974
82
$214K 0.03%
+2,314
83
$214K 0.03%
5,862
-154
84
$211K 0.03%
+3,769
85
$210K 0.03%
+2,060
86
$210K 0.03%
+2,275
87
$209K 0.03%
+1,581
88
$209K 0.03%
+539
89
$208K 0.03%
+3,612
90
$208K 0.03%
+3,247
91
$207K 0.03%
+2,490
92
$206K 0.03%
+1,820
93
$201K 0.03%
+7,874
94
$201K 0.03%
+1,345
95
$195K 0.03%
27,374
96
$162K 0.02%
32,429
97
$135K 0.02%
+13,147
98
$123K 0.02%
40,962
99
$115K 0.02%
7,362
100
$89K 0.01%
+19,833
1 2 3
4
5