FFWM
Future Financial Wealth Management Portfolio holdings
AUM
$147M
This Quarter Return
+5.8%
1 Year Return
+12.24%
3 Year Return
+45.63%
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
+$27.8M
(+29%)
Cap. Flow
+$25.5M
Cap. Flow
% of AUM
20.39%
Top 10 Holdings %
Top 10 Hldgs %
23.91%
Holding
579
New
433
Increased
61
Reduced
38
Closed
3
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$1.36M |
| 2 |
Global X US Infrastructure Development ETF
PAVE
|
$1.06M |
| 3 |
Roundhill Ball Metaverse ETF
METV
|
$896K |
| 4 |
Amazon
AMZN
|
$426K |
| 5 |
Archer Daniels Midland
ADM
|
$419K |
Top Sells
| 1 |
Amplify Travel Tech ETF
AWAY
|
$943K |
| 2 |
iShares Global Clean Energy ETF
ICLN
|
$906K |
| 3 |
HEAL
Global X Funds Global X HealthTech ETF
HEAL
|
$813K |
| 4 |
Intel
INTC
|
$362K |
| 5 |
Qualcomm
QCOM
|
$309K |
Sector Composition
| 1 | Technology | 5.55% |
| 2 | Healthcare | 5.03% |
| 3 | Consumer Staples | 4.58% |
| 4 | Financials | 4.36% |
| 5 | Consumer Discretionary | 4.14% |