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
251
$45.3K 0.03%
2,990
+1,690
252
$45K 0.03%
613
253
$44.7K 0.03%
4,000
254
$43.9K 0.03%
403
255
$43.4K 0.03%
80
256
$42.4K 0.03%
4,000
257
$41.3K 0.03%
2,000
258
$40.3K 0.03%
200
259
$40.3K 0.03%
3,000
+200
260
$39.8K 0.03%
238
+2
261
$39.1K 0.03%
500
262
$38.8K 0.03%
2,000
263
$38.8K 0.03%
1,000
264
$37.6K 0.03%
1,020
+1,000
265
$37K 0.03%
300
266
$36.8K 0.03%
350
267
$36.7K 0.03%
301
268
$36.7K 0.03%
100
269
$36K 0.03%
259
270
$35.8K 0.03%
270
+1
271
$35.8K 0.03%
1,100
272
$35K 0.03%
620
-33,534
273
$33.7K 0.02%
240
274
$33.4K 0.02%
1,437
-397
275
$33.1K 0.02%
1,500
+500
9 10
11
12 13