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
$121M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
603
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.05M
3
+$850K
4
EMQQ icon
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
+$843K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$818K

Top Sells

1
+$1.8M
2
+$1.54M
3
+$818K
4
ONLN icon
ProShares Online Retail ETF
ONLN
+$781K
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$707K

Sector Composition

1 Healthcare 5.39%
2 Technology 5.16%
3 Consumer Staples 4.67%
4 Financials 4.37%
5 Consumer Discretionary 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
500
-7
477
$4K ﹤0.01%
300
478
$3K ﹤0.01%
180
479
$3K ﹤0.01%
700
480
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35
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150
483
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25
486
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10
+4
487
$3K ﹤0.01%
2,000
488
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201
+1
489
$2K ﹤0.01%
100
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$2K ﹤0.01%
+200
491
$2K ﹤0.01%
250
492
$2K ﹤0.01%
58
493
$2K ﹤0.01%
750
494
$1K ﹤0.01%
27
495
$1K ﹤0.01%
67
496
$1K ﹤0.01%
1
497
$1K ﹤0.01%
20
-156
498
$1K ﹤0.01%
+5
499
$1K ﹤0.01%
22
500
$1K ﹤0.01%
37
18 19
20
21 22