FFWM

Future Financial Wealth Management Portfolio holdings

AUM $159M
1-Year Est. Return 12.98%
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.55M
3
+$1.63M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.61M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.22M

Top Sells

1
+$3.68M
2
+$3.52M
3
+$3.5M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.39M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$310K

Sector Composition

1 Technology 4.82%
2 Financials 4.31%
3 Consumer Staples 4.06%
4 Healthcare 4%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$67.5K 0.05%
+1,000
227
$65.6K 0.05%
+1,600
228
$65.2K 0.05%
+4,100
229
$65K 0.05%
+604
230
$64.5K 0.05%
+1,652
231
$63.2K 0.05%
+1,107
232
$62.8K 0.05%
+600
233
$62.4K 0.05%
+1,600
234
$61.9K 0.05%
+1,470
235
$60.8K 0.05%
+1,000
236
$60.5K 0.05%
+3,000
237
$60.3K 0.05%
+1,480
238
$60.2K 0.05%
+4,200
239
$60K 0.05%
+1,391
240
$59.8K 0.05%
+630
241
$59.2K 0.05%
+360
242
$58.7K 0.05%
+500
243
$58.3K 0.04%
+1,000
244
$58.1K 0.04%
+301
245
$57.3K 0.04%
+4,000
246
$56.7K 0.04%
+500
247
$56.4K 0.04%
+1,750
248
$56.1K 0.04%
+5,033
249
$56K 0.04%
+1,325
250
$56K 0.04%
+500
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