Future Financial Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell Top 200 Growth ETF
IWY
|
+$3.49M |
| 2 |
T. Rowe Price US Equity Research ETF
TSPA
|
+$3.36M |
| 3 |
Invesco NASDAQ 100 ETF
QQQM
|
+$1.57M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.53M |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.17M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$3.52M |
| 2 |
iShares S&P 100 ETF
OEF
|
+$3.34M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$3.33M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$2.3M |
| 5 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
+$310K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.82% |
| 2 | Financials | 4.31% |
| 3 | Consumer Staples | 4.06% |
| 4 | Healthcare | 4% |
| 5 | Communication Services | 3.79% |
Similar funds
Future Financial Wealth Management's Q1 2024 Portfolio in Review
As of Q1 2024, Future Financial Wealth Management held 508 positions worth $130M, up 29% from $101M the previous quarter. Its ten largest holdings account for 35% of the portfolio.
Future Financial Wealth Management deployed $21.3M of net new capital in Q1 2024, opening 393 new positions and adding to 52 existing holdings. Its largest new stake was iShares Russell Top 200 Growth ETF: 18,656 shares worth $3.64M.
By sector, the portfolio is most concentrated in Technology at 4.8% of assets, up from 4.8% a quarter earlier, followed by Financials and Consumer Staples.
On the sell side, the largest reduction was iShares Russell 1000 Growth ETF, an estimated $3.52M trimmed.
- Future Financial Wealth Management's largest Q1 2024 buy was iShares Russell Top 200 Growth ETF: 18,656 shares worth $3.64M.
- Future Financial Wealth Management added most to Invesco NASDAQ 100 ETF in Q1 2024, an estimated $1.57M increase.
- Future Financial Wealth Management's biggest Q1 2024 reduction was iShares Russell 1000 Growth ETF, cutting an estimated $3.52M.
- Future Financial Wealth Management fully exited Global X NASDAQ-100 Covered Call ETF in Q1 2024, selling an estimated $310K.
- Future Financial Wealth Management's ten largest holdings make up 35% of its $130M portfolio in Q1 2024.
- Future Financial Wealth Management opened 393 new positions and closed 2 in Q1 2024.
- Future Financial Wealth Management's portfolio value rose 29% quarter-over-quarter to $130M.
Based on Future Financial Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.