FFWM
Future Financial Wealth Management Portfolio holdings
AUM
$147M
This Quarter Return
+11.86%
1 Year Return
+12.24%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$86.7M
AUM Growth
–
Cap. Flow
+$86.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.96%
Holding
122
New
122
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$3.59M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$3.46M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$3.4M |
| 4 |
Procter & Gamble
PG
|
$2.71M |
| 5 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$2.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.33% |
| 2 | Communication Services | 6.54% |
| 3 | Consumer Discretionary | 6.1% |
| 4 | Healthcare | 4.8% |
| 5 | Financials | 4.05% |
