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
$805M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$8M
2
+$4.42M
3
+$4.21M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.38M
5
VTV icon
Vanguard Value ETF
VTV
+$2.21M

Top Sells

1
+$23.7M
2
+$21.6M
3
+$2.45M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.71M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.11M

Sector Composition

1 Technology 0.87%
2 Healthcare 0.62%
3 Financials 0.5%
4 Consumer Discretionary 0.37%
5 Industrials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$47.8K 0.01%
16,483
127
– –
-5,871
128
– –
-1,581
129
– –
-3,964
130
– –
-819
131
– –
-3,750
132
– –
-1,345
133
– –
-1,113
2 3 4 5
6