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
$1.33B
AUM Growth
+$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.84M
3
+$6.43M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.8M
5
TJX icon
TJX Companies
TJX
+$3M

Top Sells

1
+$19.1M
2
+$6.74M
3
+$5.46M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.98M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.01M

Sector Composition

1 Technology 7.4%
2 Consumer Discretionary 3.84%
3 Industrials 2.03%
4 Financials 1.64%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$675K 0.05%
2,018
+143
77
$663K 0.05%
1,283
+38
78
$661K 0.05%
722
+40
79
$651K 0.05%
12,887
+863
80
$646K 0.05%
2,513
+6
81
$640K 0.05%
1,201
+6
82
$638K 0.05%
12,893
+2,422
83
$631K 0.05%
2,631
+1,057
84
$630K 0.05%
5,704
+2,483
85
$620K 0.05%
4,189
+1,650
86
$593K 0.04%
+1,811
87
$562K 0.04%
2,343
-115
88
$545K 0.04%
3,067
+41
89
$544K 0.04%
9,357
-44,406
90
$544K 0.04%
1,325
+172
91
$513K 0.04%
8,947
92
$509K 0.04%
1,145
+56
93
$504K 0.04%
2,152
+239
94
$495K 0.04%
8,944
-26,913
95
$493K 0.04%
2,940
+189
96
$485K 0.04%
2,720
+65
97
$483K 0.04%
1,203
-244
98
$472K 0.04%
3,516
+578
99
$456K 0.03%
16,822
+4,299
100
$452K 0.03%
3,998
+458
2 3
4
5 6