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
351
$19.1K 0.01%
+333
352
$18.9K 0.01%
+2,000
353
$18.7K 0.01%
+24
354
$18.5K 0.01%
+1,300
355
$18.4K 0.01%
+589
356
$18.4K 0.01%
+1,000
357
$18.2K 0.01%
+868
358
$18K 0.01%
+450
359
$18K 0.01%
+1,100
360
$17.8K 0.01%
+492
361
$17.6K 0.01%
+230
362
$17.6K 0.01%
+102
363
$17.5K 0.01%
+484
364
$17.1K 0.01%
+4,000
365
$16.5K 0.01%
+135
366
$16K 0.01%
+210
367
$15.6K 0.01%
+100
368
$15.3K 0.01%
+250
369
$15.2K 0.01%
+150
370
$15.2K 0.01%
+25
371
$15K 0.01%
+290
372
$14.9K 0.01%
+200
373
$14.7K 0.01%
+94
374
$14.6K 0.01%
+500
375
$14.5K 0.01%
+5,000
13 14
15
16 17