FWM
FFT Wealth Management Portfolio holdings
AUM
$509M
1-Year Return
14.5%
This Quarter Return
+6.02%
1 Year Return
+14.5%
3 Year Return
+56.27%
5 Year Return
+88.11%
10 Year Return
–
AUM
$1.32B
AUM Growth
+$191M
(+17%)
Cap. Flow
+$128M
Cap. Flow
% of AUM
9.74%
Top 10 Holdings %
Top 10 Hldgs %
75.96%
Holding
172
New
17
Increased
99
Reduced
23
Closed
6
Top Buys
| 1 |
Akamai
AKAM
|
$62.3M |
| 2 |
iShares Russell 3000 ETF
IWV
|
$19.1M |
| 3 |
Schwab International Equity ETF
SCHF
|
$7.24M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$6.66M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.22M |
Top Sells
| 1 |
TJX Companies
TJX
|
$2.76M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.2M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$1.22M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.03M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$661K |
Sector Composition
| 1 | Technology | 7.32% |
| 2 | Consumer Discretionary | 3.39% |
| 3 | Industrials | 1.94% |
| 4 | Financials | 1.48% |
| 5 | Communication Services | 1.32% |
