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FFWM
Future Financial Wealth Management Portfolio holdings
AUM
$160M
1-Year Est. Return
21.24%
This Fund
S&P 500
This Quarter
Est. Return
+11.86%
1 Year Est. Return
+21.24%
3 Year Est. Return
+59.53%
5 Year Est. Return
+54.51%
10 Year Est. Return
–
AUM
$86.7M
AUM Growth
–
Cap. Flow
+$82.7M
Cap. Flow
% of AUM
95.48%
Top 10 Holdings %
Top 10 Hldgs %
30.96%
Holding
122
New
122
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$3.36M |
| 2 |
Apple
AAPL
|
+$3.25M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$3.22M |
| 4 |
Procter & Gamble
PG
|
+$2.73M |
| 5 |
Alibaba
BABA
|
+$2.67M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 7.33% |
| 2 | Communication Services | 6.54% |
| 3 | Consumer Discretionary | 6.1% |
| 4 | Healthcare | 4.8% |
| 5 | Financials | 4.05% |
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Future Financial Wealth Management's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Future Financial Wealth Management, which disclosed 122 positions worth $86.7M. Its ten largest holdings account for 31% of the portfolio.
Its largest position is iShares MSCI USA Min Vol Factor ETF: 51,006 shares worth $3.46M.
By sector, the portfolio is most concentrated in Technology at 7.3% of assets, followed by Communication Services and Consumer Discretionary.
- Future Financial Wealth Management's largest Q4 2020 buy was iShares MSCI USA Min Vol Factor ETF: 51,006 shares worth $3.46M.
- Future Financial Wealth Management's ten largest holdings make up 31% of its $86.7M portfolio in Q4 2020.
- Future Financial Wealth Management disclosed 122 positions in Q4 2020, its first 13F filing on record.
Based on Future Financial Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.