FWM
FFT Wealth Management Portfolio holdings
AUM
$509M
This Quarter Return
+12.02%
1 Year Return
+14.5%
3 Year Return
+56.27%
5 Year Return
+88.11%
10 Year Return
–
AUM
$263M
AUM Growth
+$263M
(+15%)
Cap. Flow
+$7M
Cap. Flow
% of AUM
2.66%
Top 10 Holdings %
Top 10 Hldgs %
77.83%
Holding
33
New
1
Increased
15
Reduced
10
Closed
4
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$7.3M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$6.22M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.5M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.44M |
| 5 |
Global X MLP ETF
MLPA
|
$1.19M |
Top Sells
| 1 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$6.36M |
| 2 |
Alerian MLP ETF
AMLP
|
$3.07M |
| 3 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
$1.32M |
| 4 |
Invesco Senior Loan ETF
BKLN
|
$1.31M |
| 5 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$1.01M |
