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
$101M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$503K
2
+$475K
3
+$253K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$249K
5
BAC icon
Bank of America
BAC
+$223K

Top Sells

1
+$347K
2
+$301K
3
+$239K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$235K
5
JNJ icon
Johnson & Johnson
JNJ
+$186K

Sector Composition

1 Technology 4.79%
2 Consumer Staples 3.77%
3 Communication Services 3.75%
4 Financials 3.6%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$521K 0.52%
14,794
-2,250
52
$521K 0.52%
1,304
53
$503K 0.5%
+16,443
54
$492K 0.49%
18,400
+1,200
55
$479K 0.48%
22,556
+98
56
$479K 0.48%
11,059
+3,097
57
$477K 0.47%
4,395
58
$475K 0.47%
+4,800
59
$473K 0.47%
1,815
60
$413K 0.41%
20,600
61
$392K 0.39%
4,967
+3
62
$392K 0.39%
32,125
+1,005
63
$390K 0.39%
2,385
+4
64
$388K 0.38%
2,775
65
$367K 0.36%
1,450
+50
66
$359K 0.36%
3,065
67
$357K 0.35%
10,600
+1,000
68
$354K 0.35%
6,998
-996
69
$348K 0.35%
975
+5
70
$346K 0.34%
12,028
+944
71
$337K 0.33%
19,099
+40
72
$315K 0.31%
13,350
73
$310K 0.31%
17,892
74
$310K 0.31%
32,883
+272
75
$292K 0.29%
3,471
-475
1 2
3
4 5