FWM
FFT Wealth Management Portfolio holdings
AUM
$509M
1-Year Return
14.5%
This Quarter Return
+10.24%
1 Year Return
+14.5%
3 Year Return
+56.27%
5 Year Return
+88.11%
10 Year Return
–
AUM
$1.16B
AUM Growth
+$378M
(+49%)
Cap. Flow
+$299M
Cap. Flow
% of AUM
25.85%
Top 10 Holdings %
Top 10 Hldgs %
74.08%
Holding
139
New
26
Increased
77
Reduced
14
Closed
2
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$117M |
| 2 |
TJX Companies
TJX
|
$69.2M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$57.1M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$21.9M |
| 5 |
Copart
CPRT
|
$20.5M |
Top Sells
| 1 |
iShares MSCI Intl Value Factor ETF
IVLU
|
$41.7M |
| 2 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$333K |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$121K |
| 4 |
Shopify
SHOP
|
$105K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$93.4K |
Sector Composition
| 1 | Consumer Discretionary | 7.01% |
| 2 | Industrials | 1.9% |
| 3 | Technology | 1.26% |
| 4 | Financials | 0.64% |
| 5 | Healthcare | 0.43% |
