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
$114M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
509
New
Increased
Reduced
Closed

Top Buys

1 +$3.53M
2 +$2.16M
3 +$1.51M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.45M
5
LLY icon
Eli Lilly
LLY
+$1.36M

Top Sells

1 +$3.53M
2 +$1.73M
3 +$1.53M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.22M
5
IRM icon
Iron Mountain
IRM
+$835K

Sector Composition

1 Technology 4.61%
2 Communication Services 4.35%
3 Healthcare 4.29%
4 Consumer Staples 3.84%
5 Financials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.19M 1.04%
62,971
+9,775
27
$1.18M 1.04%
23,678
+201
28
$1.1M 0.97%
6,415
-294
29
$944K 0.83%
6,216
-506
30
$942K 0.83%
10,509
-9,316
31
$927K 0.82%
5,079
-2,435
32
$911K 0.8%
1,806
-50
33
$909K 0.8%
48,805
+3,146
34
$886K 0.78%
1,982
-925
35
$879K 0.77%
32,159
+2,274
36
$857K 0.75%
20,785
+3,334
37
$794K 0.7%
6,898
+465
38
$794K 0.7%
184,231
+180,231
39
$764K 0.67%
7,619
+977
40
$741K 0.65%
1,547
-600
41
$698K 0.61%
59,784
+6,961
42
$640K 0.56%
31,300
43
$624K 0.55%
6,800
+1,000
44
$620K 0.55%
3,067
-1,561
45
$603K 0.53%
1,102
46
$602K 0.53%
31,505
-3,442
47
$579K 0.51%
10,218
+5,415
48
$543K 0.48%
3,717
+105
49
$540K 0.48%
1,061
+50
50
$531K 0.47%
14,100
-500