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
$447M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$62.1M
2
+$24.7M
3
+$6.44M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$6.28M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$5.53M

Top Sells

1
+$7.96M
2
+$1.05M
3
+$992K
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$226K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$152K

Sector Composition

1 Technology 0.93%
2 Financials 0.74%
3 Industrials 0.59%
4 Healthcare 0.58%
5 Real Estate 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$33K 0.01%
+723
152
$32K 0.01%
+23
153
$32K 0.01%
+319
154
$32K 0.01%
+219
155
$32K 0.01%
+430
156
$31K 0.01%
+411
157
$30K 0.01%
+1,248
158
$30K 0.01%
+980
159
$29K 0.01%
+215
160
$29K 0.01%
+1,690
161
$29K 0.01%
+139
162
$28K 0.01%
+400
163
$28K 0.01%
+526
164
$28K 0.01%
+240
165
$28K 0.01%
+78
166
$28K 0.01%
+358
167
$28K 0.01%
+382
168
$27K 0.01%
+175
169
$27K 0.01%
+371
170
$27K 0.01%
+721
171
$27K 0.01%
+550
172
$26K 0.01%
+125
173
$26K 0.01%
+757
174
$26K 0.01%
+370
175
$26K 0.01%
+171
5 6
7
8 9