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
276
$32.6K 0.02%
1,650
277
$32K 0.02%
4,000
+1,000
278
$32K 0.02%
1,000
279
$31.8K 0.02%
215
280
$31.4K 0.02%
470
281
$31.4K 0.02%
2,500
282
$31K 0.02%
2,000
283
$30.8K 0.02%
3,000
284
$30.3K 0.02%
+1,500
285
$30.2K 0.02%
531
286
$29.6K 0.02%
250
287
$29.2K 0.02%
343
288
$28.8K 0.02%
300
289
$28.7K 0.02%
385
290
$28.4K 0.02%
2,000
291
$28.3K 0.02%
2,000
292
$27.8K 0.02%
2,000
293
$27.6K 0.02%
500
294
$27.1K 0.02%
745
295
$26.6K 0.02%
5,000
296
$26.5K 0.02%
185
297
$25.9K 0.02%
1,000
298
$25.9K 0.02%
+500
299
$25.5K 0.02%
1,230
300
$25.4K 0.02%
2,000