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
$136M
AUM Growth
-$378K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.78M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.74M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M

Top Sells

1
+$3.59M
2
+$1.91M
3
+$1.89M
4
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$1.75M
5
MLPA icon
Global X MLP ETF
MLPA
+$661K

Sector Composition

1 Technology 4.45%
2 Healthcare 4.35%
3 Consumer Staples 4.3%
4 Financials 3.99%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$55.7K 0.04%
500
227
$55.4K 0.04%
1,102
228
$54.7K 0.04%
678
+1
229
$54.6K 0.04%
500
+4
230
$53.6K 0.04%
5,000
231
$53.4K 0.04%
1,000
232
$52.9K 0.04%
400
233
$52.8K 0.04%
486
234
$52.2K 0.04%
500
235
$51.6K 0.04%
10,000
236
$51.6K 0.04%
2,541
+376
237
$51.5K 0.04%
2,115
+10
238
$49.7K 0.04%
1,000
239
$49.6K 0.04%
553
-50
240
$49.4K 0.04%
300
241
$48.9K 0.04%
10,000
242
$48.5K 0.04%
100
243
$47K 0.03%
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244
$46.9K 0.03%
100
245
$45.9K 0.03%
300
246
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1,000
247
$45.8K 0.03%
3,500
248
$45.7K 0.03%
2,000
249
$45.6K 0.03%
1,000
250
$45.3K 0.03%
300
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10
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