FWM
FFT Wealth Management Portfolio holdings
AUM
$525M
1-Year Est. Return
17.75%
This Fund
S&P 500
1 Year Est. Return
+17.75%
AUM
$545M
AUM Growth
+$35.7M
(+7%)
Holding
102
Top Buys
| 1 | +$4.82M | |
| 2 | +$2.51M | |
| 3 | +$2.42M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$2.08M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$1.52M |
Top Sells
| 1 | +$1.51M | |
| 2 | +$1.33M | |
| 3 | +$1.3M | |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$946K |
| 5 |
Marriott International
MAR
|
+$685K |
Sector Composition
| 1 | Communication Services | 4.53% |
| 2 | Technology | 3.75% |
| 3 | Consumer Discretionary | 3.69% |
| 4 | Financials | 3.13% |
| 5 | Energy | 3.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
101
Marriott International
MAR
$86.7B
| – | – |
-2,630
|
|
||
102
TransDigm Group
TDG
$65.5B
| – | – |
-212
|
|