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
$95M
AUM Growth
+$4.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.09M
3
+$3.07M
4
VTV icon
Vanguard Value ETF
VTV
+$1.56M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.55M

Top Sells

1
+$2.43M
2
+$1.67M
3
+$1.67M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.64M
5
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$1.62M

Sector Composition

1 Technology 5.19%
2 Consumer Staples 4.51%
3 Communication Services 3.74%
4 Healthcare 3.57%
5 Financials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$471K 0.5%
1,900
-22
52
$463K 0.49%
31,300
53
$453K 0.48%
17,044
54
$443K 0.47%
12,081
+2,637
55
$431K 0.45%
1,815
+50
56
$430K 0.45%
+3,895
57
$416K 0.44%
7,986
-888
58
$398K 0.42%
7,690
-486
59
$389K 0.41%
14,200
60
$387K 0.41%
20,600
+300
61
$357K 0.38%
18,432
-1,374
62
$347K 0.37%
3,065
63
$345K 0.36%
20,022
-160
64
$343K 0.36%
4,962
-247
65
$337K 0.35%
1,528
-20
66
$332K 0.35%
2,775
+492
67
$332K 0.35%
17,686
-3,000
68
$328K 0.35%
963
+92
69
$327K 0.34%
9,500
70
$326K 0.34%
4,400
-16
71
$325K 0.34%
3,885
-9,092
72
$320K 0.34%
34,195
+500
73
$319K 0.34%
17,967
74
$318K 0.34%
2,378
-2
75
$318K 0.33%
3,246
-21
1 2
3
4 5