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
$130M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$3.55M
3
+$1.63M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.61M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.22M

Top Sells

1
+$3.68M
2
+$3.52M
3
+$3.5M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.39M
5
QYLD icon
Global X NASDAQ-100 Covered Call ETF
QYLD
+$310K

Sector Composition

1 Technology 4.82%
2 Financials 4.31%
3 Consumer Staples 4.06%
4 Healthcare 4%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.94%
6,709
-267
27
$1.22M 0.94%
12,872
+240
28
$1.2M 0.92%
13,402
+147
29
$1.17M 0.9%
23,477
+233
30
$1.05M 0.81%
6,722
-84
31
$1M 0.77%
53,196
+10,118
32
$953K 0.73%
2,147
+110
33
$927K 0.71%
4,628
-100
34
$901K 0.69%
1,856
35
$806K 0.62%
29,885
+11,485
36
$785K 0.6%
45,659
-2,059
37
$748K 0.58%
6,433
+1
38
$743K 0.57%
9,750
-358
39
$732K 0.56%
17,451
+3,575
40
$659K 0.51%
+12,991
41
$642K 0.49%
6,642
+24
42
$638K 0.49%
52,823
+325
43
$615K 0.47%
34,947
-1,166
44
$604K 0.46%
10,404
-325
45
$602K 0.46%
15,844
-440
46
$579K 0.45%
1,102
47
$577K 0.44%
31,300
48
$571K 0.44%
3,612
+160
49
$563K 0.43%
12,394
-2,400
50
$549K 0.42%
5,800
+1,000
1
2
3 4 5