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
$447M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$62.1M
2
+$24.7M
3
+$6.44M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$6.28M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.53M

Top Sells

1
+$7.96M
2
+$1.05M
3
+$992K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$226K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$152K

Sector Composition

1 Technology 0.93%
2 Financials 0.74%
3 Industrials 0.59%
4 Healthcare 0.58%
5 Real Estate 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$104K 0.02%
+1,700
102
$102K 0.02%
+483
103
$100K 0.02%
+1,601
104
$99K 0.02%
+1,240
105
$98K 0.02%
+818
106
$94K 0.02%
+766
107
$89K 0.02%
+1,115
108
$88K 0.02%
+4,049
109
$86K 0.02%
+414
110
$85K 0.02%
+1,255
111
$84K 0.02%
+480
112
$83K 0.02%
+836
113
$82K 0.02%
+1,222
114
$77K 0.02%
+674
115
$76K 0.02%
+1,281
116
$76K 0.02%
+685
117
$73K 0.02%
+3,788
118
$70K 0.02%
+101
119
$68K 0.02%
+85
120
$67K 0.02%
+43
121
$65K 0.01%
+939
122
$64K 0.01%
+120
123
$63K 0.01%
+430
124
$60K 0.01%
+980
125
$59K 0.01%
+432
3 4
5
6 7