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
76
$281K 0.03%
2,775
77
$276K 0.03%
2,710
-328
78
$272K 0.03%
3,632
-1,713
79
$263K 0.03%
6,815
80
$262K 0.03%
587
81
$260K 0.03%
733
+14
82
$259K 0.03%
2,435
+40
83
$251K 0.03%
13,845
+315
84
$251K 0.03%
705
+32
85
$249K 0.03%
1,860
+28
86
$248K 0.03%
1,951
+103
87
$247K 0.03%
1,187
+21
88
$246K 0.03%
+1,233
89
$244K 0.03%
+5,100
90
$244K 0.03%
2,333
+44
91
$239K 0.03%
3,845
+76
92
$238K 0.03%
1,862
+42
93
$237K 0.03%
980
+20
94
$236K 0.03%
2,100
+40
95
$235K 0.03%
2,253
+198
96
$234K 0.03%
16,821
97
$234K 0.03%
+2,667
98
$229K 0.03%
1,119
99
$225K 0.03%
1,422
-575
100
$223K 0.03%
3,311
+64
2 3
4
5 6