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

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
401
$10.1K 0.01%
+228
402
$10K 0.01%
+200
403
$9.84K 0.01%
+2,000
404
$9.7K 0.01%
+3,500
405
$9.43K 0.01%
+102
406
$9.4K 0.01%
+49
407
$9.26K 0.01%
+258
408
$9.2K 0.01%
+50
409
$9.16K 0.01%
+120
410
$9.04K 0.01%
+400
411
$9.02K 0.01%
+181
412
$8.63K 0.01%
+1,130
413
$8.59K 0.01%
+150
414
$8.56K 0.01%
+215
415
$8.37K 0.01%
+340
416
$8.3K 0.01%
+254
417
$8.28K 0.01%
+199
418
$8.07K 0.01%
+159
419
$8.04K 0.01%
+50
420
$7.86K 0.01%
+1,250
421
$7.78K 0.01%
+83
422
$7.67K 0.01%
+500
423
$7.21K 0.01%
+300
424
$7.15K 0.01%
+327
425
$7.07K 0.01%
+500