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
426
$823 ﹤0.01%
37
427
$732 ﹤0.01%
15
428
$629 ﹤0.01%
+6
429
$628 ﹤0.01%
10
430
$605 ﹤0.01%
50
431
$554 ﹤0.01%
11
-11
432
$470 ﹤0.01%
10
433
$441 ﹤0.01%
100
434
$423 ﹤0.01%
20
435
$417 ﹤0.01%
20
436
$402 ﹤0.01%
40
437
$369 ﹤0.01%
1
438
$329 ﹤0.01%
500
439
$300 ﹤0.01%
40
440
$234 ﹤0.01%
12
-1
441
$189 ﹤0.01%
3
442
$149 ﹤0.01%
10
443
$61 ﹤0.01%
14
444
$59 ﹤0.01%
67
445
$41 ﹤0.01%
1
446
$21 ﹤0.01%
16
447
$12 ﹤0.01%
13
448
$7 ﹤0.01%
4
449
– –
-300
450
– –
-5,000
15 16 17
18
19