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
$1.33B
AUM Growth
+$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.84M
3
+$6.43M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.8M
5
TJX icon
TJX Companies
TJX
+$3M

Top Sells

1
+$19.1M
2
+$6.74M
3
+$5.46M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.98M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.01M

Sector Composition

1 Technology 7.4%
2 Consumer Discretionary 3.84%
3 Industrials 2.03%
4 Financials 1.64%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$445K 0.03%
1,569
+783
102
$444K 0.03%
+10,998
103
$439K 0.03%
7,700
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104
$435K 0.03%
6,988
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105
$430K 0.03%
2,973
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106
$427K 0.03%
3,232
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107
$424K 0.03%
+2,967
108
$407K 0.03%
1,158
-145
109
$407K 0.03%
+1,355
110
$406K 0.03%
1,797
+40
111
$403K 0.03%
3,336
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112
$400K 0.03%
2,419
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113
$387K 0.03%
2,522
+102
114
$378K 0.03%
4,785
+150
115
$375K 0.03%
3,523
-177
116
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1,402
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117
$363K 0.03%
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118
$359K 0.03%
7,496
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119
$353K 0.03%
7,668
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120
$351K 0.03%
1,822
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121
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557
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122
$351K 0.03%
16,573
+153
123
$349K 0.03%
+1,972
124
$349K 0.03%
3,510
-19
125
$347K 0.03%
667
+197
3 4
5
6 7