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
251
$53.8K 0.04%
10,000
-30,210
252
$53.7K 0.04%
+1,391
253
$53.5K 0.04%
+1,000
254
$53.4K 0.04%
+425
255
$53.2K 0.04%
+5,500
256
$52.9K 0.04%
+486
257
$52.6K 0.04%
+4,500
258
$52.5K 0.04%
+200
259
$52.5K 0.04%
+1,375
260
$52.4K 0.04%
+5,000
261
$50.8K 0.04%
+300
262
$50K 0.04%
+2,500
263
$49.6K 0.04%
+2,058
264
$49.4K 0.04%
10,000
265
$49K 0.04%
+3,000
266
$48.9K 0.04%
+1,102
267
$48.3K 0.04%
+532
268
$48.1K 0.04%
+2,000
269
$47.8K 0.04%
+500
270
$47.6K 0.04%
+300
271
$46.6K 0.04%
+375
272
$46.2K 0.04%
+2,300
273
$45.3K 0.03%
+1,000
274
$44.7K 0.03%
+3,500
275
$44.5K 0.03%
+613
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