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
$87M
AUM Growth
+$292K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$2.63M
2 +$2.51M
3 +$2.48M
4
ICVT icon
iShares Convertible Bond ETF
ICVT
+$1.24M
5
TDVG icon
T. Rowe Price Dividend Growth ETF
TDVG
+$734K

Top Sells

1 +$1.94M
2 +$1.71M
3 +$1.52M
4
IYW icon
iShares US Technology ETF
IYW
+$1.33M
5
META icon
Meta Platforms (Facebook)
META
+$1.18M

Sector Composition

1 Healthcare 5.42%
2 Technology 4.62%
3 Financials 4.22%
4 Communication Services 4.08%
5 Consumer Staples 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$578K 0.66%
16,386
+2,536
52
$575K 0.66%
9,369
-400
53
$572K 0.66%
34,372
+24,248
54
$511K 0.59%
5,050
55
$488K 0.56%
1,304
56
$483K 0.56%
3,120
-4,140
57
$473K 0.54%
2,084
-7,550
58
$470K 0.54%
3,981
-219
59
$459K 0.53%
1,560
-4,000
60
$456K 0.52%
2,469
-1,650
61
$447K 0.51%
27,930
-1,320
62
$433K 0.5%
8,096
63
$430K 0.49%
6,725
+1,025
64
$410K 0.47%
7,491
-754
65
$406K 0.47%
1,021
66
$397K 0.46%
3,117
-53
67
$392K 0.45%
14,035
+2,622
68
$382K 0.44%
6,563
+146
69
$381K 0.44%
9,923
-27
70
$378K 0.43%
10,431
+1,003
71
$375K 0.43%
+2,828
72
$370K 0.43%
6,726
73
$360K 0.41%
3,159
74
$354K 0.41%
2,506
+69
75
$333K 0.38%
4,400