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
$90.7M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$3.83M
2 +$2.4M
3 +$2.16M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.14M
5
VTV icon
Vanguard Value ETF
VTV
+$1.52M

Sector Composition

1 Consumer Staples 4.41%
2 Technology 4.36%
3 Healthcare 3.75%
4 Communication Services 3.58%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.09M 1.21%
76,151
-47
27
$1.07M 1.18%
12,977
+8,205
28
$984K 1.08%
19,455
+14,880
29
$810K 0.89%
41,792
-127
30
$807K 0.89%
+34,911
31
$790K 0.87%
+11,755
32
$775K 0.85%
4,939
-931
33
$759K 0.84%
2,643
+133
34
$754K 0.83%
6,489
-217
35
$726K 0.8%
39,934
+803
36
$670K 0.74%
15,446
-329
37
$664K 0.73%
5,101
-15
38
$651K 0.72%
6,361
+1,626
39
$635K 0.7%
10,136
-7,969
40
$613K 0.68%
5,449
-1,489
41
$608K 0.67%
18,989
-18,435
42
$603K 0.66%
42,008
-90
43
$585K 0.65%
6,155
-1,116
44
$571K 0.63%
17,350
-4,428
45
$569K 0.63%
11,319
-9,435
46
$560K 0.62%
13,297
-81,147
47
$541K 0.6%
1,304
48
$530K 0.58%
147,125
+14,605
49
$524K 0.58%
22,027
+852
50
$521K 0.57%
10,296
-79,665