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
$121M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.05M
3
+$850K
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$843K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$818K

Top Sells

1
+$1.8M
2
+$1.54M
3
+$818K
4
ONLN icon
ProShares Online Retail ETF
ONLN
+$781K
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$707K

Sector Composition

1 Healthcare 5.39%
2 Technology 5.16%
3 Consumer Staples 4.67%
4 Financials 4.37%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$14K 0.01%
+7,000
402
$14K 0.01%
1,000
403
$13K 0.01%
125
404
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96
405
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50
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406
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230
407
$13K 0.01%
3,200
408
$13K 0.01%
535
409
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85
410
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200
411
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500
412
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50
413
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3,000
414
$12K 0.01%
316
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415
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600
416
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800
417
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228
418
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120
419
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44
420
$11K 0.01%
1,130
421
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1,084
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$10K 0.01%
134
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423
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8
424
$10K 0.01%
75
425
$10K 0.01%
100
15 16
17
18 19