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
$87M
AUM Growth
+$292K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$2.63M
2 +$2.51M
3 +$2.48M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$1.24M
5
TDVG icon
T. Rowe Price Dividend Growth ETF
TDVG
+$734K

Top Sells

1 +$1.94M
2 +$1.71M
3 +$1.52M
4
IYW icon
iShares US Technology ETF
IYW
+$1.33M
5
META icon
Meta Platforms (Facebook)
META
+$1.18M

Sector Composition

1 Healthcare 5.42%
2 Technology 4.62%
3 Financials 4.22%
4 Communication Services 4.08%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.05M 1.21%
6,376
+203
27
$948K 1.09%
8,762
+157
28
$933K 1.07%
25,208
+533
29
$837K 0.96%
7,354
+4
30
$827K 0.95%
34,020
+3,456
31
$819K 0.94%
35,208
+5,304
32
$806K 0.93%
12,589
-59
33
$786K 0.9%
10,448
+137
34
$760K 0.87%
3,224
-729
35
$758K 0.87%
8,403
+97
36
$734K 0.84%
+24,746
37
$731K 0.84%
40,250
-1,000
38
$731K 0.84%
150,158
+1,946
39
$699K 0.8%
12,226
+1,633
40
$686K 0.79%
8,095
+493
41
$676K 0.78%
20,166
+2,512
42
$649K 0.75%
46,596
+3,071
43
$644K 0.74%
3,041
+91
44
$635K 0.73%
7,698
+301
45
$622K 0.72%
6,769
+231
46
$613K 0.71%
50,065
+149
47
$605K 0.7%
10,828
-1,386
48
$596K 0.69%
12,344
+1,858
49
$593K 0.68%
37,000
50
$588K 0.68%
6,093
+5