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
$130M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1 +$3.64M
2 +$3.55M
3 +$1.63M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.61M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.22M

Sector Composition

1 Technology 4.82%
2 Financials 4.31%
3 Consumer Staples 4.06%
4 Healthcare 4%
5 Communication Services 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$541K 0.42%
12,250
-1,354
52
$539K 0.41%
14,600
+4,000
53
$537K 0.41%
1,925
+110
54
$536K 0.41%
1,304
55
$519K 0.4%
1,790
+340
56
$500K 0.38%
1,011
-215
57
$498K 0.38%
11,151
+92
58
$497K 0.38%
14,778
-1,665
59
$456K 0.35%
2,388
+3
60
$455K 0.35%
34,228
+2,103
61
$443K 0.34%
15,957
+3,929
62
$439K 0.34%
124,610
-25,105
63
$433K 0.33%
20,800
+200
64
$419K 0.32%
2,775
65
$409K 0.31%
972
-3
66
$396K 0.3%
4,969
+2
67
$378K 0.29%
3,065
68
$363K 0.28%
3,726
+255
69
$361K 0.28%
18,693
+5,391
70
$333K 0.26%
18,139
-960
71
$331K 0.25%
33,787
+904
72
$328K 0.25%
+7,800
73
$328K 0.25%
894
74
$318K 0.24%
+3,520
75
$314K 0.24%
24,327
+3,471