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
326
$24.1K 0.02%
+2,000
327
$23.8K 0.02%
+295
328
$23.6K 0.02%
+300
329
$23.4K 0.02%
+216
330
$23K 0.02%
+1,700
331
$22.5K 0.02%
+470
332
$22.4K 0.02%
+2,000
333
$22.4K 0.02%
+1,000
334
$22.3K 0.02%
+3,000
335
$22.2K 0.02%
+800
336
$21.9K 0.02%
+408
337
$21.6K 0.02%
+473
338
$21.4K 0.02%
+500
339
$21.3K 0.02%
+28
340
$21.3K 0.02%
+1,000
341
$20.9K 0.02%
+2,167
342
$20.6K 0.02%
+1,500
343
$20.3K 0.02%
+1,543
344
$20.3K 0.02%
13,000
-2,000
345
$20.2K 0.02%
+300
346
$19.8K 0.02%
+70
347
$19.4K 0.01%
+379
348
$19.3K 0.01%
+500
349
$19.2K 0.01%
+1,618
350
$19.2K 0.01%
+1,500
12 13
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