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
$147M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Sells

1 +$2.05M
2 +$1.25M
3 +$1.25M
4
AMLP icon
Alerian MLP ETF
AMLP
+$723K
5
HYT icon
BlackRock Corporate High Yield Fund
HYT
+$559K

Sector Composition

1 Technology 4.81%
2 Healthcare 4.04%
3 Communication Services 4.02%
4 Financials 3.97%
5 Consumer Staples 3.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RWL icon
376
Invesco S&P 500 Revenue ETF
RWL
$7B
$8.66K 0.01%
83
APLS icon
377
Apellis Pharmaceuticals
APLS
$3.55B
$8.65K 0.01%
500
HACK icon
378
Amplify Cybersecurity ETF
HACK
$2.37B
$8.64K 0.01%
100
SPIB icon
379
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$8.53K 0.01%
254
USIG icon
380
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.3B
$8.18K 0.01%
159
BIIB icon
381
Biogen
BIIB
$21.7B
$8.16K 0.01%
65
NUSC icon
382
Nuveen ESG Small-Cap ETF
NUSC
$1.2B
$8.11K 0.01%
199
RBLX icon
383
Roblox
RBLX
$88.7B
$7.89K 0.01%
75
-200
MTN icon
384
Vail Resorts
MTN
$5.37B
$7.86K 0.01%
+50
GOGO icon
385
Gogo Inc
GOGO
$1.25B
$7.34K 0.01%
500
HRTX icon
386
Heron Therapeutics
HRTX
$218M
$7.25K ﹤0.01%
3,500
MIDD icon
387
Middleby
MIDD
$6.73B
$7.2K ﹤0.01%
50
NOK icon
388
Nokia
NOK
$29.9B
$6.73K ﹤0.01%
1,300
DDOG icon
389
Datadog
DDOG
$53.8B
$6.72K ﹤0.01%
50
PAVE icon
390
Global X US Infrastructure Development ETF
PAVE
$9.5B
$6.54K ﹤0.01%
150
UA icon
391
Under Armour Class C
UA
$1.99B
$6.49K ﹤0.01%
1,000
RDIV icon
392
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$846M
$6.44K ﹤0.01%
135
+2
BRSL
393
Brightstar Lottery PLC
BRSL
$3.15B
$6.32K ﹤0.01%
400
GLD icon
394
SPDR Gold Trust
GLD
$131B
$6.1K ﹤0.01%
20
ICSH icon
395
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.39B
$6.08K ﹤0.01%
120
FV icon
396
First Trust Dorsey Wright Focus 5 ETF
FV
$3.7B
$5.93K ﹤0.01%
100
-50
PAWZ icon
397
ProShares Pet Care ETF
PAWZ
$55.8M
$5.82K ﹤0.01%
100
WOOF icon
398
Petco
WOOF
$1.03B
$5.73K ﹤0.01%
2,025
IHAK icon
399
iShares Cybersecurity and Tech ETF
IHAK
$929M
$5.32K ﹤0.01%
100
BIRD icon
400
Allbirds
BIRD
$55.2M
$5.32K ﹤0.01%
+500