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
501
$37 ﹤0.01%
+1
502
$31 ﹤0.01%
+5
503
$26 ﹤0.01%
+2
504
– –
0
505
$9 ﹤0.01%
+1
506
$0 ﹤0.01%
+3
507
– –
-17,892
508
– –
-22,497
17 18 19 20
21