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
$1.33B
AUM Growth
+$8.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$7.84M
3
+$6.43M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$3.8M
5
TJX icon
TJX Companies
TJX
+$3M

Top Sells

1
+$19.1M
2
+$6.74M
3
+$5.46M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$4.98M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.01M

Sector Composition

1 Technology 7.4%
2 Consumer Discretionary 3.84%
3 Industrials 2.03%
4 Financials 1.64%
5 Communication Services 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$346K 0.03%
2,487
-21
127
$344K 0.03%
+2,620
128
$344K 0.03%
3,707
+1,075
129
$340K 0.03%
1,377
+42
130
$338K 0.03%
+2,029
131
$337K 0.03%
2,738
-10
132
$337K 0.03%
+1,306
133
$337K 0.03%
2,020
+111
134
$332K 0.03%
636
-422
135
$327K 0.02%
+4,526
136
$326K 0.02%
+6,007
137
$326K 0.02%
8,154
+669
138
$325K 0.02%
1,788
-308
139
$319K 0.02%
762
-95
140
$316K 0.02%
4,343
-12
141
$315K 0.02%
979
+2
142
$315K 0.02%
2,683
+295
143
$310K 0.02%
524
+246
144
$310K 0.02%
2,882
+191
145
$310K 0.02%
1,652
-59
146
$307K 0.02%
2,648
-40
147
$306K 0.02%
2,360
+224
148
$305K 0.02%
785
+88
149
$297K 0.02%
656
+105
150
$296K 0.02%
+493
4 5
6
7 8