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
$1.12B
AUM Growth
+$57.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$9.21M
2
+$2.9M
3
+$2.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.31M
5
AMZN icon
Amazon
AMZN
+$1.89M

Top Sells

1
+$3.32M
2
+$1.97M
3
+$1.45M
4
TSM icon
TSMC
TSM
+$1.43M
5
RMD icon
ResMed
RMD
+$1.41M

Sector Composition

1 Technology 0.27%
2 Consumer Discretionary 0.21%
3 Healthcare 0.15%
4 Communication Services 0.13%
5 Real Estate 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-866
102
– –
-1,777
103
– –
-1,112
104
– –
-4,028
105
– –
-3,607
106
– –
-1,446
1 2 3 4
5