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
326
$30K 0.02%
298
327
$30K 0.02%
2,000
-18,393
328
$30K 0.02%
300
329
$29K 0.02%
500
330
$29K 0.02%
200
331
$29K 0.02%
408
+21
332
$29K 0.02%
+120
333
$29K 0.02%
1,000
334
$28K 0.02%
550
-485
335
$28K 0.02%
720
336
$28K 0.02%
259
337
$28K 0.02%
+1,000
338
$28K 0.02%
667
339
$27K 0.02%
1,000
340
$26K 0.02%
670
341
$25K 0.02%
500
342
$25K 0.02%
318
-22,895
343
$25K 0.02%
555
344
$24K 0.02%
100
-38
345
$24K 0.02%
1,583
346
$24K 0.02%
200
347
$24K 0.02%
20
348
$24K 0.02%
500
349
$23K 0.02%
600
350
$23K 0.02%
500
12 13
14
15 16