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
$780M
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$29.3M
2 +$4.75M
3 +$4.02M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.84M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$3.27M

Top Sells

1 +$45.5M
2 +$5.73M
3 +$505K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$495K
5
Y
Alleghany Corp
Y
+$303K

Sector Composition

1 Healthcare 0.7%
2 Technology 0.65%
3 Financials 0.48%
4 Consumer Discretionary 0.35%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,383