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
$97.2M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$2.55M
3 +$1.22M
4
BND icon
Vanguard Total Bond Market
BND
+$1.2M
5
ONLN icon
ProShares Online Retail ETF
ONLN
+$1.07M

Top Sells

1 +$3.37M
2 +$2.2M
3 +$1.7M
4
XLSR icon
SPDR SSGA US Sector Rotation ETF
XLSR
+$1.39M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.05M

Sector Composition

1 Healthcare 5.12%
2 Technology 5.04%
3 Financials 3.95%
4 Consumer Staples 3.83%
5 Communication Services 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.16M 1.19%
11,381
+8,624
27
$1.15M 1.18%
43,941
+418
28
$1.1M 1.14%
6,703
+327
29
$1.07M 1.1%
+13,281
30
$1.07M 1.1%
25,241
+33
31
$1.06M 1.1%
+45,383
32
$1.04M 1.07%
6,713
-671
33
$1.01M 1.04%
+33,869
34
$1M 1.03%
+17,269
35
$988K 1.02%
8,769
+7
36
$960K 0.99%
7,357
+3
37
$924K 0.95%
3,411
+187
38
$917K 0.94%
18,214
+5,870
39
$883K 0.91%
36,060
+852
40
$879K 0.9%
34,890
+870
41
$872K 0.9%
10,450
+2
42
$835K 0.86%
26,350
+1,604
43
$818K 0.84%
55,047
+4,982
44
$804K 0.83%
36,982
-13,326
45
$796K 0.82%
8,267
-136
46
$778K 0.8%
166,854
+16,696
47
$776K 0.8%
51,069
+4,473
48
$774K 0.8%
12,967
+741
49
$728K 0.75%
40,250
50
$702K 0.72%
3,002
-39