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
$716M
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$2.67M
3
+$2.35M
4
MSFT icon
Microsoft
MSFT
+$1.26M
5
FTCH
Farfetch Limited Class A Ordinary Shares
FTCH
+$1.12M

Top Sells

1
+$36.4M
2
+$19.2M
3
+$18.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17M
5
AMLP icon
Alerian MLP ETF
AMLP
+$16.2M

Sector Composition

1 Technology 0.7%
2 Healthcare 0.65%
3 Financials 0.48%
4 Consumer Discretionary 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$62K 0.01%
+14,050
102
$49K 0.01%
+10,383
103
$49K 0.01%
21,038
104
$43K 0.01%
20,268
105
$27K ﹤0.01%
3,750
106
$17K ﹤0.01%
16,483
107
– –
-33,407
108
– –
-1,398
109
– –
-13,706
1 2 3 4
5