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
176
$25K 0.01%
+88
177
$25K 0.01%
+88
178
$25K 0.01%
+90
179
$24K 0.01%
+377
180
$24K 0.01%
+516
181
$24K 0.01%
+200
182
$24K 0.01%
+151
183
$24K 0.01%
+444
184
$24K 0.01%
+440
185
$24K 0.01%
+192
186
$23K 0.01%
+128
187
$23K 0.01%
+225
188
$23K 0.01%
+173
189
$23K 0.01%
+636
190
$23K 0.01%
+242
191
$22K ﹤0.01%
+802
192
$22K ﹤0.01%
+137
193
$22K ﹤0.01%
+43
194
$22K ﹤0.01%
+199
195
$22K ﹤0.01%
+680
196
$21K ﹤0.01%
+544
197
$21K ﹤0.01%
+70
198
$21K ﹤0.01%
+372
199
$21K ﹤0.01%
+158
200
$21K ﹤0.01%
+699
6 7
8
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