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
$86.8M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$1.43M
3
+$1.16M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$936K
5
IHI icon
iShares US Medical Devices ETF
IHI
+$755K

Top Sells

1
+$23.9M
2
+$3.93M
3
+$1.8M
4
NUSC icon
Nuveen ESG Small-Cap ETF
NUSC
+$1.41M
5
METV icon
Roundhill Ball Metaverse ETF
METV
+$1M

Sector Composition

1 Healthcare 5.33%
2 Consumer Staples 4.91%
3 Technology 4.21%
4 Communication Services 3.94%
5 Financials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$543K 0.63%
10,354
+85
52
$542K 0.62%
2,110
+37
53
$512K 0.59%
20,247
+1,434
54
$503K 0.58%
3,940
+2,372
55
$503K 0.58%
132,478
-26,066
56
$499K 0.57%
2,991
+67
57
$474K 0.55%
9,349
-5,973
58
$434K 0.5%
+9,480
59
$422K 0.49%
31,300
-5,000
60
$419K 0.48%
12,900
-2,000
61
$415K 0.48%
5,216
-3,819
62
$412K 0.47%
4,050
63
$401K 0.46%
36,017
-3,099
64
$398K 0.46%
14,886
-560
65
$391K 0.45%
1,304
66
$387K 0.45%
1,021
67
$386K 0.44%
3,630
+3,361
68
$379K 0.44%
31,250
69
$377K 0.43%
34,799
+2,475
70
$368K 0.42%
3,125
-14
71
$367K 0.42%
21,882
+264
72
$355K 0.41%
+4,331
73
$348K 0.4%
1,765
+10
74
$341K 0.39%
8,180
-1,000
75
$341K 0.39%
4,400
1 2
3
4 5