FWM

FFT Wealth Management Portfolio holdings

AUM $525M
1-Year Est. Return 17.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$478M
AUM Growth
-$849M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$15.1M
3
+$13.2M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.74M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$2.46M

Top Sells

1
+$528M
2
+$98.9M
3
+$77M
4
AKAM icon
Akamai
AKAM
+$59M
5
TJX icon
TJX Companies
TJX
+$31.5M

Sector Composition

1 Industrials 5.17%
2 Technology 4.09%
3 Communication Services 3.94%
4 Financials 3.48%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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