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
$1.16B
AUM Growth
+$6.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$410M
2
+$103M
3
+$9.84M
4
META icon
Meta Platforms (Facebook)
META
+$6.99M
5
ACGL icon
Arch Capital
ACGL
+$5.73M

Top Sells

1
+$118M
2
+$117M
3
+$93.8M
4
VTV icon
Vanguard Value ETF
VTV
+$86.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$59.8M

Sector Composition

1 Consumer Discretionary 4.46%
2 Industrials 2.57%
3 Technology 2.18%
4 Financials 1.36%
5 Communication Services 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$286K 0.02%
3,700
127
$281K 0.02%
1,662
+203
128
$280K 0.02%
16,355
+2,000
129
$280K 0.02%
973
+1
130
$278K 0.02%
3,338
+371
131
$278K 0.02%
983
+109
132
$270K 0.02%
629
+103
133
$270K 0.02%
1,668
+230
134
$259K 0.02%
2,754
+265
135
$250K 0.02%
1,398
136
$249K 0.02%
+916
137
$245K 0.02%
4,549
+900
138
$238K 0.02%
+1,908
139
$238K 0.02%
3,692
+446
140
$236K 0.02%
23,058
+2,112
141
$232K 0.02%
4,243
+472
142
$230K 0.02%
2,176
+254
143
$230K 0.02%
8,500
144
$223K 0.02%
+2,902
145
$216K 0.02%
+1,917
146
$209K 0.02%
3,850
147
$206K 0.02%
2,252
+73
148
$205K 0.02%
+1,767
149
$205K 0.02%
+2,351
150
$202K 0.02%
+1,470
3 4 5
6
7