FFT WEALTH MANAGEMENT LLC Buys 1, Sells 4 in 2nd Quarter

FFT WEALTH MANAGEMENT LLC recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

One Tower Bridge, 100 Front Street West Conshohocken, PA 19428

As of the latest 13F report, the guru’s equity portfolio contained 50 stocks valued at a total of $898.00Mil. The top holdings were ACWI(18.16%), SPY(11.94%), and IWV(9.81%).

According to GuruFocus data, these were FFT WEALTH MANAGEMENT LLC’s top five trades of the quarter.

iShares MSCI ACWI Index Fund


During the quarter, FFT WEALTH MANAGEMENT LLC bought 1,143,396 shares of NAS:ACWI for a total holding of 1,943,396. The trade had a 10.68% impact on the equity portfolio. During the quarter, the stock traded for an average price of $90.5.

On 08/15/2022, iShares MSCI ACWI Index Fund traded for a price of $92.65 per share and a market cap of $18.73Bil. The stock has returned -8.71% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares MSCI ACWI Index Fund has a price-book ratio of 2.43.

iShares Core S&P 500 ETF


FFT WEALTH MANAGEMENT LLC reduced their investment in ARCA:IVV by 71,757 shares. The trade had a 3.11% impact on the equity portfolio. During the quarter, the stock traded for an average price of $411.02.

On 08/15/2022, iShares Core S&P 500 ETF traded for a price of $429.25 per share and a market cap of $318.74Bil. The stock has returned -2.61% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares Core S&P 500 ETF has a price-book ratio of 3.59.

Vanguard FTSE Emerging Markets ETF


FFT WEALTH MANAGEMENT LLC reduced their investment in ARCA:VWO by 492,792 shares. The trade had a 2.17% impact on the equity portfolio. During the quarter, the stock traded for an average price of $42.94.

On 08/15/2022, Vanguard FTSE Emerging Markets ETF traded for a price of $42.54 per share and a market cap of $72.87Bil. The stock has returned -14.92% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, Vanguard FTSE Emerging Markets ETF has a price-book ratio of 1.68.

S&P 500 ETF TRUST ETF


FFT WEALTH MANAGEMENT LLC reduced their investment in ARCA:SPY by 49,675 shares. The trade had a 2.14% impact on the equity portfolio. During the quarter, the stock traded for an average price of $408.8.

On 08/15/2022, S&P 500 ETF TRUST ETF traded for a price of $427.1 per share and a market cap of $392.88Bil. The stock has returned -2.68% over the past year.

GuruFocus gives the ETF a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.

In terms of valuation, S&P 500 ETF TRUST ETF has a price-earnings ratio of 20.20, a price-book ratio of 3.85, a price-earnings-to-growth (PEG) ratio of 2.43, a EV-to-Ebitda ratio of 15.19 and a price-sales ratio of 3.01.

The price-to-GF Value ratio is 0.00, earning the stock a GF Value rank of 6.

iShares Core MSCI Emerging Markets ETF


FFT WEALTH MANAGEMENT LLC reduced their investment in ARCA:IEMG by 241,596 shares. The trade had a 1.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $51.28.

On 08/15/2022, iShares Core MSCI Emerging Markets ETF traded for a price of $50.42 per share and a market cap of $67.40Bil. The stock has returned -17.72% over the past year.

There is insufficient data to calculate the stock’s financial strength and profitability ratings.

In terms of valuation, iShares Core MSCI Emerging Markets ETF has a price-book ratio of 1.58.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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