FWM
FFT Wealth Management Portfolio holdings
AUM
$552M
1-Year Est. Return
16.82%
This Fund
S&P 500
1 Year Est. Return
+16.82%
AUM
$552M
AUM Growth
+$27.3M
(+5.2%)
Holding
107
Top Buys
| 1 | +$15M | |
| 2 | +$7.29M | |
| 3 | +$3.53M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.78M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.33M |
Top Sells
| 1 | +$2.05M | |
| 2 | +$1.78M | |
| 3 | +$976K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$593K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$534K |
Sector Composition
| 1 | Communication Services | 4.16% |
| 2 | Energy | 3.74% |
| 3 | Consumer Discretionary | 2.87% |
| 4 | Technology | 2.73% |
| 5 | Financials | 2.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Apollo Global Management
APO
$74.2B
| – | – |
-1,565
|
|
||
102
Blackstone
BX
$143B
| – | – |
-1,618
|
|
||
|
FISV
103
Fiserv Inc
FISV
$30.2B
| – | – |
-26,483
|
|
||
104
Robinhood
HOOD
$84.9B
| – | – |
-2,769
|
|
||
105
KKR & Co
KKR
$86.1B
| – | – |
-2,146
|
|
||
106
Tesla
TSLA
$1.64T
| – | – |
-480
|
|
||
107
Trane Technologies
TT
$99.8B
| – | – |
-520
|
|