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
201
$20K ﹤0.01%
+300
202
$20K ﹤0.01%
+80
203
$20K ﹤0.01%
+55
204
$20K ﹤0.01%
+71
205
$19K ﹤0.01%
+1,069
206
$19K ﹤0.01%
+605
207
$19K ﹤0.01%
+546
208
$19K ﹤0.01%
+259
209
$19K ﹤0.01%
+16
210
$19K ﹤0.01%
+68
211
$18K ﹤0.01%
+229
212
$18K ﹤0.01%
+1,659
213
$17K ﹤0.01%
+430
214
$17K ﹤0.01%
+930
215
$16K ﹤0.01%
+250
216
$16K ﹤0.01%
+54
217
$16K ﹤0.01%
+199
218
$15K ﹤0.01%
+30
219
$15K ﹤0.01%
+307
220
$14K ﹤0.01%
+80
221
$13K ﹤0.01%
+62
222
$13K ﹤0.01%
+380
223
$13K ﹤0.01%
+719
224
$13K ﹤0.01%
+100
225
$12K ﹤0.01%
+57
7 8
9
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