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
451
$3.14K ﹤0.01%
+150
452
$3.06K ﹤0.01%
+3,000
453
$2.75K ﹤0.01%
+97
454
$2.75K ﹤0.01%
+100
455
$2.74K ﹤0.01%
+300
456
$2.49K ﹤0.01%
+25
457
$2.46K ﹤0.01%
+40
458
$2.32K ﹤0.01%
+100
459
$2.16K ﹤0.01%
+33
460
$1.96K ﹤0.01%
+10
461
$1.9K ﹤0.01%
+200
462
$1.9K ﹤0.01%
+50
463
$1.72K ﹤0.01%
+25
464
$1.55K ﹤0.01%
+100
465
$1.44K ﹤0.01%
+30
466
$1.24K ﹤0.01%
+500
467
$1.15K ﹤0.01%
+37
468
$1.13K ﹤0.01%
+250
469
$1.07K ﹤0.01%
+22
470
$998 ﹤0.01%
+70
471
$932 ﹤0.01%
+59
472
$914 ﹤0.01%
+180
473
$893 ﹤0.01%
+7
474
$867 ﹤0.01%
+20
475
$857 ﹤0.01%
+200
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