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
$1.16B
AUM Growth
+$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$410M
2
+$103M
3
+$9.84M
4
META icon
Meta Platforms (Facebook)
META
+$6.99M
5
ACGL icon
Arch Capital
ACGL
+$5.73M

Top Sells

1
+$118M
2
+$117M
3
+$93.8M
4
VTV icon
Vanguard Value ETF
VTV
+$86.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$59.8M

Sector Composition

1 Consumer Discretionary 4.46%
2 Industrials 2.57%
3 Technology 2.18%
4 Financials 1.36%
5 Communication Services 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$498K 0.04%
12,136
-4,521
77
$498K 0.04%
8,947
78
$489K 0.04%
752
+53
79
$488K 0.04%
1,447
+29
80
$481K 0.04%
954
+141
81
$472K 0.04%
644
-113
82
$471K 0.04%
2,587
+197
83
$433K 0.04%
7,450
+650
84
$430K 0.04%
1,077
+85
85
$414K 0.04%
1,204
-4
86
$412K 0.04%
7,143
+896
87
$410K 0.04%
3,104
+322
88
$402K 0.03%
527
+30
89
$400K 0.03%
2,214
+68
90
$391K 0.03%
2,627
+302
91
$387K 0.03%
834
+140
92
$381K 0.03%
4,250
+520
93
$380K 0.03%
6,409
+2,064
94
$370K 0.03%
1,324
+64
95
$366K 0.03%
2,162
+248
96
$365K 0.03%
2,568
+202
97
$363K 0.03%
1,454
+78
98
$354K 0.03%
1,021
99
$351K 0.03%
8,346
100
$350K 0.03%
3,112
+375
2 3
4
5 6