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
$121M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.05M
3
+$850K
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$843K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$818K

Top Sells

1
+$1.8M
2
+$1.54M
3
+$818K
4
ONLN icon
ProShares Online Retail ETF
ONLN
+$781K
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$707K

Sector Composition

1 Healthcare 5.39%
2 Technology 5.16%
3 Consumer Staples 4.67%
4 Financials 4.37%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$47K 0.04%
2,000
277
$47K 0.04%
10,500
278
$46K 0.04%
200
279
$45K 0.04%
447
+3
280
$45K 0.04%
1,000
281
$45K 0.04%
2,000
282
$45K 0.04%
500
283
$44K 0.04%
500
284
$43K 0.04%
1,477
+17
285
$43K 0.04%
925
+500
286
$43K 0.04%
3,000
287
$42K 0.03%
700
+200
288
$41K 0.03%
103
289
$41K 0.03%
+200
290
$41K 0.03%
500
291
$41K 0.03%
250
292
$40K 0.03%
3,000
293
$40K 0.03%
466
-46
294
$40K 0.03%
530
-297
295
$40K 0.03%
500
296
$39K 0.03%
1,000
297
$39K 0.03%
200
298
$39K 0.03%
2,000
299
$38K 0.03%
1,920
-800
300
$38K 0.03%
250
10 11
12
13 14