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

Top Buys

1
+$8.18M
2
+$4.5M
3
+$4.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.41M
5
VTV icon
Vanguard Value ETF
VTV
+$2.17M

Top Sells

1
+$24.2M
2
+$22.1M
3
+$2.51M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$1.84M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.2M

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
– –
-3,964
128
– –
-819
129
– –
-3,750
130
– –
-1,345
131
– –
-5,871
132
– –
-1,581
133
– –
-1,113
2 3 4 5
6