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
$1.16B
AUM Growth
+$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$410M
2
+$103M
3
+$9.84M
4
META icon
Meta Platforms (Facebook)
META
+$6.99M
5
ACGL icon
Arch Capital
ACGL
+$5.73M

Top Sells

1
+$118M
2
+$117M
3
+$93.8M
4
VTV icon
Vanguard Value ETF
VTV
+$86.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$59.8M

Sector Composition

1 Consumer Discretionary 4.46%
2 Industrials 2.57%
3 Technology 2.18%
4 Financials 1.36%
5 Communication Services 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$350K 0.03%
3,600
+330
102
$349K 0.03%
1,342
+150
103
$349K 0.03%
5,708
+852
104
$349K 0.03%
7,494
+48
105
$344K 0.03%
2,661
+293
106
$342K 0.03%
2,165
+74
107
$341K 0.03%
2,102
+222
108
$339K 0.03%
4,500
+1,110
109
$337K 0.03%
1,184
+165
110
$328K 0.03%
2,884
+173
111
$324K 0.03%
1,272
+136
112
$324K 0.03%
3,061
+702
113
$323K 0.03%
2,719
+330
114
$322K 0.03%
1,396
+157
115
$322K 0.03%
766
116
$322K 0.03%
7,202
+978
117
$319K 0.03%
1,552
+249
118
$309K 0.03%
4,219
-541,762
119
$305K 0.03%
12,834
120
$303K 0.03%
1,742
+412
121
$298K 0.03%
1,490
+57
122
$297K 0.03%
2,501
+298
123
$290K 0.03%
+4,217
124
$290K 0.03%
10,409
+1,373
125
$288K 0.02%
6,064
-251
3 4
5
6 7