FWM
FFT Wealth Management Portfolio holdings
AUM
$509M
This Quarter Return
-3.46%
1 Year Return
+14.5%
3 Year Return
+56.27%
5 Year Return
+88.11%
10 Year Return
–
AUM
$777M
AUM Growth
+$777M
(-3.5%)
Cap. Flow
+$325K
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
78.69%
Holding
137
New
4
Increased
38
Reduced
19
Closed
24
Top Buys
Top Sells
| 1 |
3M
MMM
|
$419K |
| 2 |
Dentsply Sirona
XRAY
|
$407K |
| 3 |
Kimberly-Clark
KMB
|
$402K |
| 4 |
Northern Trust
NTRS
|
$340K |
| 5 |
Travelers Companies
TRV
|
$305K |
Sector Composition
| 1 | Technology | 1.03% |
| 2 | Financials | 0.48% |
| 3 | Healthcare | 0.45% |
| 4 | Consumer Discretionary | 0.4% |
| 5 | Communication Services | 0.29% |
