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
401
$4.33K ﹤0.01%
100
402
$4.31K ﹤0.01%
500
403
$4.2K ﹤0.01%
300
404
$4.09K ﹤0.01%
500
405
$4.06K ﹤0.01%
60
406
$3.93K ﹤0.01%
+198
407
$3.79K ﹤0.01%
201
408
$3.49K ﹤0.01%
168
409
$3.44K ﹤0.01%
1,000
410
$3.44K ﹤0.01%
100
411
$3.36K ﹤0.01%
115
412
$3.22K ﹤0.01%
300
413
$3K ﹤0.01%
400
414
$2.67K ﹤0.01%
34
415
$2.59K ﹤0.01%
25
416
$2.22K ﹤0.01%
100
417
$1.94K ﹤0.01%
200
418
$1.69K ﹤0.01%
1,000
419
$1.38K ﹤0.01%
210
420
$1.31K ﹤0.01%
+100
421
$1.18K ﹤0.01%
25
422
$1.04K ﹤0.01%
250
423
$953 ﹤0.01%
250
424
$926 ﹤0.01%
59
425
$863 ﹤0.01%
7
15 16
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18 19