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
$447M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$62.1M
2
+$24.7M
3
+$6.44M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$6.28M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.53M

Top Sells

1
+$7.96M
2
+$1.05M
3
+$992K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$226K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$152K

Sector Composition

1 Technology 0.93%
2 Financials 0.74%
3 Industrials 0.59%
4 Healthcare 0.58%
5 Real Estate 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$56K 0.01%
+340
127
$55K 0.01%
+241
128
$55K 0.01%
+233
129
$53K 0.01%
+205
130
$52K 0.01%
+5,875
131
$52K 0.01%
+800
132
$49K 0.01%
+577
133
$48K 0.01%
+910
134
$48K 0.01%
+121
135
$48K 0.01%
+1,000
136
$47K 0.01%
+1,370
137
$46K 0.01%
+198
138
$46K 0.01%
+127
139
$44K 0.01%
+218
140
$43K 0.01%
+544
141
$41K 0.01%
+1,099
142
$39K 0.01%
+274
143
$38K 0.01%
+194
144
$37K 0.01%
+212
145
$37K 0.01%
+795
146
$36K 0.01%
+430
147
$35K 0.01%
+144
148
$35K 0.01%
+267
149
$35K 0.01%
+70
150
$34K 0.01%
+144
4 5
6
7 8