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
$90.7M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$3.83M
2 +$2.4M
3 +$2.16M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.14M
5
VTV icon
Vanguard Value ETF
VTV
+$1.52M

Sector Composition

1 Consumer Staples 4.41%
2 Technology 4.36%
3 Healthcare 3.75%
4 Communication Services 3.58%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$482K 0.53%
38,002
+1,254
52
$474K 0.52%
958
+105
53
$469K 0.52%
5,413
-9,878
54
$468K 0.52%
8,874
-6,011
55
$456K 0.5%
1,424
-1,086
56
$440K 0.48%
1,922
+522
57
$428K 0.47%
8,176
+241
58
$421K 0.46%
1,021
59
$407K 0.45%
31,300
+3,000
60
$404K 0.45%
1,765
61
$403K 0.44%
14,200
-5,692
62
$396K 0.44%
5,209
-2,749
63
$395K 0.44%
19,806
-2,341
64
$395K 0.44%
1,855
+99
65
$391K 0.43%
9,444
-1,338
66
$374K 0.41%
+20,686
67
$371K 0.41%
20,300
+1,500
68
$360K 0.4%
3,065
69
$356K 0.39%
20,182
+34
70
$339K 0.37%
4,416
+16
71
$332K 0.37%
33,695
+9,696
72
$329K 0.36%
3,267
+21
73
$325K 0.36%
17,044
-100
74
$317K 0.35%
1,548
75
$314K 0.35%
2,380
+10