FWM
FFT Wealth Management Portfolio holdings
AUM
$509M
This Quarter Return
-23.56%
1 Year Return
+14.5%
3 Year Return
+56.27%
5 Year Return
+88.11%
10 Year Return
–
AUM
$341M
AUM Growth
+$341M
(-8%)
Cap. Flow
+$60.5M
Cap. Flow
% of AUM
17.75%
Top 10 Holdings %
Top 10 Hldgs %
82.05%
Holding
38
New
4
Increased
12
Reduced
10
Closed
6
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$31.6M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$13.2M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$12.8M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$9.89M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$9.84M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$11.2M |
| 2 |
Global X MLP ETF
MLPA
|
$7.15M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$6.52M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.96M |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$1.79M |
Sector Composition
| 1 | Consumer Discretionary | 0.33% |
| 2 | Technology | 0.19% |
| 3 | Financials | 0.13% |
