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
301
$24.6K 0.02%
800
302
$24.4K 0.02%
1,000
303
$23.9K 0.02%
1,060
+59
304
$23.3K 0.02%
25
305
$22.9K 0.02%
+2,000
306
$22.7K 0.02%
1,513
307
$22.7K 0.02%
250
308
$22.3K 0.02%
2,000
309
$22.3K 0.02%
500
-825
310
$22.1K 0.02%
1,000
311
$22K 0.02%
71
+1
312
$22K 0.02%
210
313
$21.8K 0.02%
500
314
$21.6K 0.02%
2,000
315
$21.5K 0.02%
104
+1
316
$21.3K 0.02%
300
317
$20.9K 0.02%
1,100
+100
318
$20.6K 0.02%
2,000
319
$20.6K 0.02%
500
320
$20.3K 0.01%
+1,000
321
$19.6K 0.01%
618
+5
322
$19.5K 0.01%
1,500
323
$19.3K 0.01%
379
324
$19.1K 0.01%
333
325
$19.1K 0.01%
484
11 12
13
14 15