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
326
$19K 0.01%
100
327
$18.9K 0.01%
155
+1
328
$18.7K 0.01%
500
329
$18.4K 0.01%
1,300
330
$18.3K 0.01%
300
331
$18.2K 0.01%
1,500
332
$17.8K 0.01%
1,100
333
$16.5K 0.01%
200
334
$16.4K 0.01%
2,000
335
$16.2K 0.01%
2,000
336
$16.2K 0.01%
210
337
$16.1K 0.01%
100
338
$16K 0.01%
275
339
$16K 0.01%
1,000
340
$15.9K 0.01%
300
341
$15.4K 0.01%
1,000
342
$14.7K 0.01%
150
343
$14.7K 0.01%
200
344
$14.5K 0.01%
3,000
345
$14.2K 0.01%
400
346
$14K 0.01%
216
347
$13.8K 0.01%
177
348
$13.3K 0.01%
127
349
$13.3K 0.01%
170
350
$13.2K 0.01%
467
12 13
14
15 16