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
176
$211K 0.02%
954
+7
177
$209K 0.02%
+2,350
178
$205K 0.02%
3,619
-601
179
$204K 0.02%
120
180
$203K 0.02%
2,541
-79
181
$99.1K 0.01%
21,743
+705
182
$84.8K 0.01%
22,374
-5,000
183
$55.1K ﹤0.01%
3,750
184
– –
-8,703
185
– –
-1,152
186
– –
-1,644
4 5 6 7
8