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
351
$13.1K 0.01%
335
352
$12.6K 0.01%
+1,000
353
$12.5K 0.01%
136
+1
354
$12.3K 0.01%
1,080
355
$12.2K 0.01%
46
356
$12.1K 0.01%
800
357
$12K 0.01%
200
358
$11.9K 0.01%
200
359
$11.5K 0.01%
456
+3
360
$11.4K 0.01%
285
361
$11.1K 0.01%
45
362
$11K 0.01%
362
+5
363
$10.9K 0.01%
500
364
$10.5K 0.01%
228
365
$10.3K 0.01%
764
366
$9.87K 0.01%
50
367
$9.83K 0.01%
1,130
368
$9.8K 0.01%
800
369
$9.8K 0.01%
120
370
$9.68K 0.01%
100
-100
371
$9.57K 0.01%
1,000
+250
372
$9.22K 0.01%
750
373
$9.19K 0.01%
181
374
$9.13K 0.01%
129
375
$9.13K 0.01%
49
13 14
15
16 17