FFWM

Future Financial Wealth Management Portfolio holdings

AUM $155M
1-Year Est. Return 13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13%
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
+$2.17M
2
+$1.93M
3
+$1.93M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.93M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.8M

Top Sells

1
+$3.76M
2
+$1.97M
3
+$1.96M
4
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$1.86M
5
MLPA icon
Global X MLP ETF
MLPA
+$653K

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
451
– –
-250
452
– –
-500
453
– –
-1,000
454
– –
-625
455
– –
0
456
– –
-5,000
457
– –
-500
458
– –
-500
459
– –
-12
460
– –
-100
461
– –
-5,000
462
– –
-300
15 16 17 18
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