FFWM

Future Financial Wealth Management Portfolio holdings

AUM $149M
1-Year Est. Return 14.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.75%
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
+$1.81M
2
+$1.07M
3
+$958K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$867K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$848K

Top Sells

1
+$1.87M
2
+$1.63M
3
+$807K
4
ONLN icon
ProShares Online Retail ETF
ONLN
+$781K
5
JHMM icon
John Hancock Multifactor Mid Cap ETF
JHMM
+$700K

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
501
$1K ﹤0.01%
37
502
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503
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504
$1K ﹤0.01%
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505
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506
$1K ﹤0.01%
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507
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509
$0 ﹤0.01%
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510
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511
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512
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513
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514
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$0 ﹤0.01%
5
516
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2
519
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520
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521
– –
-13,618
522
$0 ﹤0.01%
+20
523
– –
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524
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0
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– –
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19 20
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