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
151
$296K 0.02%
4,377
-37
152
$294K 0.02%
633
-4
153
$292K 0.02%
6,065
-146
154
$290K 0.02%
+1,054
155
$283K 0.02%
3,335
-11
156
$281K 0.02%
2,255
+38
157
$277K 0.02%
4,824
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158
$273K 0.02%
10,693
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159
$273K 0.02%
+2,678
160
$270K 0.02%
23,037
-21
161
$261K 0.02%
7,170
162
$260K 0.02%
986
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163
$260K 0.02%
1,935
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164
$259K 0.02%
1,398
165
$253K 0.02%
10,719
166
$249K 0.02%
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167
$249K 0.02%
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168
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169
$230K 0.02%
4,223
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170
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4,243
171
$227K 0.02%
+550
172
$223K 0.02%
+1,059
173
$222K 0.02%
+9,228
174
$221K 0.02%
+7,079
175
$218K 0.02%
+1,112
4 5 6
7
8