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FWM

FFT Wealth Management Portfolio holdings

AUM $638M
1-Year Est. Return 21.7%
This Fund
S&P 500
This Quarter Est. Return
-23.56%
1 Year Est. Return
+21.7%
3 Year Est. Return
+65.62%
5 Year Est. Return
+60.71%
10 Year Est. Return
+161.3%
AUM
$341M
AUM Growth
-$37.3M
Cap. Flow
+$66.8M
Cap. Flow %
19.6%
Top 10 Hldgs %
82.05%
Holding
42
New
4
Increased
12
Reduced
10
Closed
10

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 0.33%
2 Technology 0.19%
3 Financials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AMZN icon
26
Amazon
AMZN
$2.5T
$682K 0.2%
7,000
AAPL icon
27
Apple
AAPL
$5.05T
$645K 0.19%
10,152
-72
-0.7% -$5.29K
MA icon
28
Mastercard
MA
$501B
$459K 0.13%
1,900
BABA icon
29
Alibaba
BABA
$281B
$428K 0.13%
2,200
IAU icon
30
iShares Gold Trust
IAU
$63.6B
$256K 0.08%
+8,500
New +$257K
PHYS icon
31
Sprott Physical Gold
PHYS
$14.8B
$252K 0.07%
+19,200
New +$244K
IWY icon
32
iShares Russell Top 200 Growth ETF
IWY
$15.6B
$202K 0.06%
+2,401
New +$229K
AMZN icon
33
PUT
Amazon
AMZN
$2.5T
-4,000
Closed -$370K
EFA icon
34
PUT
iShares MSCI EAFE ETF
EFA
$77.3B
-20,000
Closed -$1.39M
EMLC icon
35
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.77B
-8,994
Closed -$306K
HYG icon
36
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
-13,893
Closed -$1.22M
IBM icon
37
CALL
IBM
IBM
$217B
-31,380
Closed -$4.02M
IBM icon
38
IBM
IBM
$217B
-52
Closed -$7K
IWF icon
39
iShares Russell 1000 Growth ETF
IWF
$119B
-5,220
Closed -$230K
MLPA icon
40
Global X MLP ETF
MLPA
$2.28B
-151,307
Closed -$7.15M
TXN icon
41
Texas Instruments
TXN
$255B
-143
Closed -$18K
TXN icon
42
PUT
Texas Instruments
TXN
$255B
-15,000
Closed -$1.92M

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FFT Wealth Management's Q1 2020 Portfolio in Review

As of Q1 2020, FFT Wealth Management held 42 positions worth $341M, down 9.9% from $378M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

FFT Wealth Management deployed $66.8M of net new capital in Q1 2020, opening 4 new positions and adding to 12 existing holdings. Its largest new stake was iShares Core US Aggregate Bond ETF: 62,388 shares worth $7.2M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 0.33% of assets, up from 0.29% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was State Street SPDR S&P 500 ETF Trust, an estimated $13.2M trimmed.

  • FFT Wealth Management's largest Q1 2020 buy was iShares Core US Aggregate Bond ETF: 62,388 shares worth $7.2M.
  • FFT Wealth Management added most to iShares Core S&P 500 ETF in Q1 2020, an estimated $37.4M increase.
  • FFT Wealth Management's biggest Q1 2020 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $13.2M.
  • FFT Wealth Management fully exited Global X MLP ETF in Q1 2020, selling an estimated $7.15M.
  • FFT Wealth Management's ten largest holdings make up 82% of its $341M portfolio in Q1 2020.
  • FFT Wealth Management opened 4 new positions and closed 10 in Q1 2020.
  • FFT Wealth Management's portfolio value fell 9.9% quarter-over-quarter to $341M.

Based on FFT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.