FWM
FFT Wealth Management Portfolio holdings
AUM
$545M
1-Year Est. Return
15.87%
1 Year Est. Return
+15.87%
AUM
$545M
AUM Growth
+$35.7M
(+7%)
Holding
102
Top Buys
| 1 | +$5.01M | |
| 2 | +$2.6M | |
| 3 | +$2.52M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$2.18M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$1.57M |
Top Sells
| 1 | +$1.51M | |
| 2 | +$1.33M | |
| 3 | +$1.3M | |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$946K |
| 5 |
Marriott International
MAR
|
+$685K |
Sector Composition
| 1 | Communication Services | 4.53% |
| 2 | Technology | 3.75% |
| 3 | Consumer Discretionary | 3.69% |
| 4 | Financials | 3.13% |
| 5 | Energy | 3.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard Extended Market ETF
VXF
$24.7B
| – | – |
-2,093
|
|
||
102
Vanguard High Dividend Yield ETF
VYM
$67.7B
| – | – |
-9,693
|
|