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
276
$44.2K 0.03%
+1,000
277
$43.9K 0.03%
+4,009
278
$43.7K 0.03%
+2,150
279
$43.5K 0.03%
+7,500
280
$42.5K 0.03%
+500
281
$41.8K 0.03%
+100
282
$41.5K 0.03%
+482
283
$40.7K 0.03%
+1,725
284
$40.6K 0.03%
+3,264
285
$40.2K 0.03%
+4,000
286
$39.6K 0.03%
+150
287
$39.2K 0.03%
+896
288
$38.6K 0.03%
+340
289
$38.4K 0.03%
+400
290
$38.2K 0.03%
+2,300
291
$38K 0.03%
+1,500
292
$37.6K 0.03%
+8,000
293
$37.4K 0.03%
+200
294
$37.3K 0.03%
+5,110
295
$35.8K 0.03%
+438
296
$34.6K 0.03%
+301
297
$34.2K 0.03%
+3,000
298
$33.8K 0.03%
+235
299
$33.5K 0.03%
+2,800
300
$33.3K 0.03%
+259
10 11
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