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
376
$8.92K 0.01%
+500
377
$8.89K 0.01%
65
378
$8.44K 0.01%
254
379
$8.24K 0.01%
83
380
$8.23K 0.01%
150
381
$8.12K 0.01%
159
382
$7.7K 0.01%
3,500
383
$7.63K 0.01%
199
384
$7.6K 0.01%
50
385
$7.18K 0.01%
100
386
$7.08K 0.01%
+500
387
$6.85K 0.01%
1,300
388
$6.51K ﹤0.01%
133
+1
389
$6.5K ﹤0.01%
400
390
$6.18K ﹤0.01%
2,025
391
$6.17K ﹤0.01%
323
-4
392
$6.08K ﹤0.01%
120
393
$5.95K ﹤0.01%
1,000
394
$5.76K ﹤0.01%
20
395
$5.66K ﹤0.01%
150
-65
396
$5.24K ﹤0.01%
100
397
$5.24K ﹤0.01%
150
398
$4.96K ﹤0.01%
50
399
$4.7K ﹤0.01%
100
-37,306
400
$4.35K ﹤0.01%
24
14 15
16
17 18