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
376
$14.3K 0.01%
+2,000
377
$14.2K 0.01%
+500
378
$14.1K 0.01%
+1,000
379
$14.1K 0.01%
+170
380
$14K 0.01%
+65
381
$14K 0.01%
+200
382
$13.9K 0.01%
+1,000
383
$13.7K 0.01%
+500
384
$13.4K 0.01%
+200
385
$13.3K 0.01%
+467
386
$13K 0.01%
+400
387
$12.6K 0.01%
+341
388
$12.5K 0.01%
+177
389
$12.3K 0.01%
+46
390
$12.3K 0.01%
+285
391
$12.2K 0.01%
+1,000
392
$11.4K 0.01%
+800
393
$11.3K 0.01%
+400
394
$11.1K 0.01%
+120
395
$11K 0.01%
+45
396
$10.9K 0.01%
+922
397
$10.4K 0.01%
+800
398
$10.4K 0.01%
+2,000
399
$10.4K 0.01%
+120
400
$10.2K 0.01%
+500
14 15
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