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

Top Sells

1
+$3.68M
2
+$3.52M
3
+$3.5M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.39M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$310K

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
426
$6.95K 0.01%
+50
427
$6.91K 0.01%
+100
428
$6.55K 0.01%
+5,000
429
$6.18K ﹤0.01%
+50
430
$6.07K ﹤0.01%
+120
431
$5.87K ﹤0.01%
+128
432
$5.21K ﹤0.01%
+800
433
$4.98K ﹤0.01%
+100
434
$4.89K ﹤0.01%
+75
435
$4.62K ﹤0.01%
+2,025
436
$4.6K ﹤0.01%
+1,300
437
$4.57K ﹤0.01%
+50
438
$4.53K ﹤0.01%
+300
439
$4.52K ﹤0.01%
+2,000
440
$4.39K ﹤0.01%
+500
441
$4.29K ﹤0.01%
+1,000
442
$4.16K ﹤0.01%
+400
443
$4.13K ﹤0.01%
+63
444
$4.11K ﹤0.01%
+20
445
$3.81K ﹤0.01%
+65
446
$3.77K ﹤0.01%
+103
447
$3.57K ﹤0.01%
+200
448
$3.5K ﹤0.01%
+24
449
$3.23K ﹤0.01%
+2,200
450
$3.17K ﹤0.01%
+60
16 17
18
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