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
301
$33K 0.03%
+1,000
302
$32.6K 0.03%
+3,739
303
$32.3K 0.02%
+200
304
$32.1K 0.02%
+250
305
$32.1K 0.02%
+100
306
$31.3K 0.02%
+3,000
307
$31K 0.02%
+500
308
$30.7K 0.02%
+2,000
309
$30.4K 0.02%
+2,000
310
$29.5K 0.02%
+2,113
311
$29.4K 0.02%
+500
312
$29.1K 0.02%
+2,084
313
$29.1K 0.02%
+300
314
$29.1K 0.02%
+250
315
$28.9K 0.02%
+1,600
316
$28.8K 0.02%
+343
317
$28.1K 0.02%
+1,600
318
$27.4K 0.02%
+200
319
$27.3K 0.02%
+2,000
320
$26.7K 0.02%
+745
321
$26.2K 0.02%
+500
322
$26K 0.02%
+1,230
323
$24.8K 0.02%
+100
324
$24.7K 0.02%
+368
325
$24.5K 0.02%
+1,000
11 12
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