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
$136M
AUM Growth
-$378K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$1.9M
3
+$1.78M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$1.74M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.71M

Top Sells

1
+$3.59M
2
+$1.91M
3
+$1.89M
4
IHAK icon
iShares Cybersecurity and Tech ETF
IHAK
+$1.75M
5
MLPA icon
Global X MLP ETF
MLPA
+$661K

Sector Composition

1 Technology 4.45%
2 Healthcare 4.35%
3 Consumer Staples 4.3%
4 Financials 3.99%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.82%
47,885
-1,717
27
$1.03M 0.76%
22,697
-485
28
$1.02M 0.75%
54,342
-4,880
29
$883K 0.65%
1,532
+3
30
$836K 0.61%
25,700
-299
31
$812K 0.6%
4,186
-200
32
$798K 0.58%
63,498
+3,588
33
$796K 0.58%
22,071
+3,859
34
$754K 0.55%
6,179
+25
35
$748K 0.55%
1,993
+3
36
$746K 0.55%
14,020
-12,423
37
$745K 0.55%
6,775
+1,675
38
$732K 0.54%
2,982
-85
39
$724K 0.53%
8,416
-1,599
40
$723K 0.53%
+13,911
41
$688K 0.5%
24,326
-960
42
$678K 0.5%
1,446
-95
43
$675K 0.5%
4,065
+36
44
$636K 0.47%
169,717
+642
45
$624K 0.46%
37,259
-114,211
46
$620K 0.45%
31,307
+5,600
47
$619K 0.45%
1,102
48
$616K 0.45%
10,773
+114
49
$596K 0.44%
2,398
+2
50
$587K 0.43%
30,550
1
2
3 4 5