FFWM
Future Financial Wealth Management Portfolio holdings
AUM
$147M
1-Year Return
12.24%
This Quarter Return
+2.17%
1 Year Return
+12.24%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
-$16.2M
(-12%)
Cap. Flow
-$18.3M
Cap. Flow
% of AUM
-16.08%
Top 10 Holdings %
Top 10 Hldgs %
40.76%
Holding
509
New
3
Increased
51
Reduced
40
Closed
386
Top Buys
| 1 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$3.53M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
$2.16M |
| 3 |
iShares Cybersecurity and Tech ETF
IHAK
|
$1.51M |
| 4 |
iShares Bitcoin Trust
IBIT
|
$1.45M |
| 5 |
Eli Lilly
LLY
|
$1.36M |
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
$3.53M |
| 2 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
$1.73M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$1.53M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.22M |
| 5 |
Iron Mountain
IRM
|
$835K |
Sector Composition
| 1 | Technology | 4.61% |
| 2 | Communication Services | 4.35% |
| 3 | Healthcare | 4.29% |
| 4 | Consumer Staples | 3.84% |
| 5 | Financials | 2.99% |
