FWM
FFT Wealth Management Portfolio holdings
AUM
$509M
1-Year Return
14.5%
This Quarter Return
+0.84%
1 Year Return
+14.5%
3 Year Return
+56.27%
5 Year Return
+88.11%
10 Year Return
–
AUM
$1.33B
AUM Growth
+$8.26M
(+0.63%)
Cap. Flow
+$1.9M
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
75.73%
Holding
186
New
20
Increased
102
Reduced
45
Closed
3
Top Buys
| 1 |
GMO US Quality ETF
QLTY
|
$10.6M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$7.84M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$6.43M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$3.8M |
| 5 |
TJX Companies
TJX
|
$3M |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$19.1M |
| 2 |
Vanguard Total Bond Market
BND
|
$6.74M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$5.46M |
| 4 |
Schwab International Equity ETF
SCHF
|
$4.98M |
| 5 |
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% |
