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
$101M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1 +$503K
2 +$475K
3 +$253K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$249K
5
BAC icon
Bank of America
BAC
+$223K

Top Sells

1 +$347K
2 +$301K
3 +$239K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$235K
5
JNJ icon
Johnson & Johnson
JNJ
+$186K

Sector Composition

1 Technology 4.79%
2 Consumer Staples 3.77%
3 Communication Services 3.75%
4 Financials 3.6%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.18M 1.17%
13,255
-548
27
$1.16M 1.15%
23,244
-986
28
$1.08M 1.07%
6,976
-193
29
$1.07M 1.06%
7,051
+490
30
$1.05M 1.05%
2,804
31
$971K 0.96%
6,806
+1,145
32
$879K 0.87%
47,718
+4,107
33
$834K 0.83%
2,037
+325
34
$804K 0.8%
4,728
35
$774K 0.77%
43,078
-2,881
36
$710K 0.71%
10,108
+13
37
$684K 0.68%
13,604
-3,587
38
$657K 0.65%
1,856
-100
39
$646K 0.64%
1,226
+131
40
$643K 0.64%
6,432
-34
41
$643K 0.64%
52,498
+6,214
42
$642K 0.64%
6,618
+24
43
$606K 0.6%
36,113
-823
44
$577K 0.57%
10,729
+33
45
$574K 0.57%
16,284
+10
46
$541K 0.54%
3,452
-1,184
47
$534K 0.53%
149,715
-404
48
$526K 0.52%
1,102
49
$523K 0.52%
13,876
+3,296
50
$522K 0.52%
31,300